Creating an Instant Quote

Creating an Instant Quote

Review the video together with the steps outlined below.

1. Click Instant Quote in the top navigation bar
2. Click ‘+ New Instant Quote’ button
3. The Team and Account Manager options are automatically set up to reflect the current logged in user, but if you like, you can assign to other Teams and Account Managers here
4. Next, you can either manually enter the: Site address, meter details, utility, contract dates etc or if you have signed up for the Meter Lookup tool then you can save time by simply entering a postcode, MSN or Meter Number and the form will quickly populate for you
5. Choose up to 5 month durations you would like to price for
6. If you would like this Customer to have access to your Customer Portal then tick the ‘Grant Portal Access’ box
7. Click Generate Prices