How to Create a Quote

Overview: Whether you're new to PDQ or you've been with us for years, this article covers how to generate a variety of quotes for your Deploy & Inventory subscription.

 

New PDQ Customers:

Generate a Quote for a New Deploy & Inventory Subscription

  1. Log into your PDQ Account - you can visit this page to create an account or log in if you've already set one up: https://www.pdq.com/trial/deploy-inventory/
  2. On the 'Dashboard' page, select 'Buy Now' under PDQ Deploy & Inventory 
    CreateQuoteNewCustomer1.jpg
  3. Enter the number of administrators on your team that will need a license
  4. Enter the email address you'd like the quote sent to
    Note – Only one email address can be used at this time. To send the quote to multiple email addresses, you can enter each one individually, or forward the quote. 
  5. Click on 'Email this quote' - a quote will then be generated and sent to you immediately
    CreateQuoteNewCustomer2.jpg

 

Current PDQ Customers:

Create a Renewal Quote

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  1. Log into your PDQ account at http://portal.pdq.com/ 
  2. On the 'Dashboard' page, select 'Manage Subscription' under PDQ Deploy & Inventory 
  3. Select 'Renew Early'
    Note - If your subscription's auto-renewal is turned off, this option will be unavailable. You can temporarily enable auto-renew to generate a quote. This can be disabled immediately afterwards, please see our article: Managing Auto Renewals – PDQ Deploy & Inventory Help Center

    CreateQuoteExistingCustomer2.jpg
  4. Select 'Email Quote' and enter the email address you'd like the quote sent to
    Note – Only one email address can be entered at a time in this field. To send the quote to multiple email addresses, you can enter each one individually, or forward the quote.  
    CreateQuoteExistingCustomer4.jpg

 

Create a Quote to Add More Licenses to Your PDQ Subscription: 

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  1. Log into your PDQ Account at http://portal.pdq.com/ 
  2. On the 'Dashboard' page, select 'Manage Subscription’
  3. Select ‘Add more licenses’
    AddingNewLicenses2.JPG
  4. Enter the number of new licenses needed. The cost of the additional license(s) will be pro-rated so that it co-terms with your existing license(s).
  5. Select ‘Email Quote’ and enter the email address you'd like the quote sent to
    Note – Only one email address can be entered at a time in this field. To send the quote to multiple email addresses, you can enter each one individually, or forward the quote.  
  6. Click 'Email this quote' 
    ProRatedQuote.jpg

Create a Reseller Quote:

Our billing portal is not optimized for resellers at this time. Please reach out to our team for assistance with resale pricing - Click here to submit a ticket

 

For more information, please see our reseller help center here: Resellers – PDQ Deploy & Inventory Help Center

 

 

 

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