eQuotes give users the ability to prepare an order and save it for future purchase. Options for managing eQuotes include: Save, Retrieve, and Edit.

To view additional help information, please click on the links below the main category .

A. Saving an eQuote

 

eQuotes let users prepare an order and save it for purchase later, or send it to be reviewed by an authorized buyer.

  1. Once all desired products are added to your cart, view the cart and click on “Save as eQuote.

Save as eQuote

  2.   Finalize the eQuote by completing all required fields

eQuote Details

 3.   To send the eQuote to your purchasing agent and/or any other recipient via email, complete the appropriate fields.

You will receive an e-mail confirmation with your saved eQuote information for future reference.

B. Retrieving an eQuote

 

An eQuote can be retrieved by the individual user who saved it or by an authorized eQuote shopper or buyer.

Accessing saved eQuotes:

There are twoways to retrieve an eQuote. You can click on the “eQuotes” link located just below the top navigation, from within the “Products” category, or using the dashboard eQuotes module.

 

Some user roles provide the ability to access another user’s eQuote information using the same “eQuotes” link.

 

1. eQuote lists can be sorted and displayed by multiple fields.

2. To view details or delete an eQuote, locate and click on the eQuote number desired and select the “View Details” or “Delete” option from within the dropdown menu.

eQuotes Dashboard

eQuote View


C. Editing an eQuote

 

Editing feature allows you to modify an existing eQuote. Once modified, you can place an order or re-save as a new eQuote number.

Edit a saved eQuote:

 

  1. You can easily purchase or delete a created eQuote - From within the eQuote list, click on the eQuote number and select “Purchase Selected” or ““Delete Selected

Editing Saved eQuote

2. To make changes to the quantity, open the eQuote by clicking the eQuote number, adjust the quantity and click “Save as new eQuote” to save your changes. The updated configuration will be saved as a new eQuote referencing a new eQuote number. The original eQuote will not be changed and remains in your list until it expires or deleted.


3. To make changes to the computer system, click “Edit” to re-open the configuration page and select your new options.

eQuote Summary


You may have access to both eQuotes and Sales Quotes via your Premier Page. eQuotes are generated and saved via Premier by users of the store. They can be modified online prior to purchase. Sales Quotes are generated by a Dell Sales Rep. They can be retrieved and purchased through Premier but the quotes are locked. Any modifications require Dell Sales Support.

 

To differentiate between the two types of quotes, the numbering systems are different. eQuotes generally start with a “1” and are 13 characters long. Sales Quotes start with “6” and are 9 characters in length.