How to Request, View, Share, and Sign a Quote

Whether you’re a new or existing customer, you’ll probably request a quote at some point or another. If you're not sure what that is, a quote is a price that we provide you when you request information on a given service.

How to Request a Quote

If you ever need pricing, we can do one of two things:

1. We can send you an official quote.

An official quote is a document we email to you that explicitly lays out the price and products. It will come in the form of a link in an email we send you letting you know the quote is ready. If we send you an official quote, you will need to sign the quote before the change takes effect. It will have the products and services, prices, and any other special instructions that could be needed on the document. There will be also be a place to input your payment information. An official quote is best if you have several services or changes that need to be made to the account. If we do it this way, Support receives the order automatically.

2. We can email you the price and details without an official quote.

If you are emailing in to increase your backup or RAM, there’s not usually a need to send an official quote for you to sign. To make it easy on both of us, we’ll probably email you the cost and what it is you will receive. If it’s something small and we do it this way, you’ll need to tell us “Yes” to the quote. We will then pass the ticket off to Support to have the changes made.

How to View an Existing Quote

To approve the quote, click the link in the email we send you. You'll be able to review and approve the quote. Make sure it looks good before you sign it! After you review it, you can approve the quote by filling the information in the left-hand panel on the quote page and then clicking the 'sign contract' button.

If you can't find the email or want to see if you have any active quotes, you can also login to https://portal.viviotech.net/ and select "View Quotes." 

After you select "View Quotes," your current quotes will pop up. You can select "View Quote" on the right side of the quote to open the quote.

 

After you select "View Quote," the specific quote will open and expand so you can review it in more detail. You will see the services listed at the bottom of the page.

Need to request an edit? No worries. Before you send us the quote, email us back with your request. We will resend you the quote with the edit.

How to Share a Quote

If you need get approval for the quote from someone on your team, you can share the quote. What you'll need to do is download the PDF document and email it to the members of your team who need to review it before it's approved. 

 

How to Sign a Quote

Once you are satisfied with the quote, it's time to sign it. All you'll need to do is click "Sign Contract." The order will be processed automatically after you pull out your payment information, type your name, and select "Sign Contract" in the document that pops up.

 

What Happens Next

After you click "Sign Contract," it can take up to 48 hours for the changes to take effect.

If you’re making a change to your plan, Support will usually reach out to let you know once the plan has been completed. If you are a new customer, you should expect a Welcome Letter email that shows you the next steps you can take.

Overall, quotes are a quick and painless process. If you have any questions or need any help at all, just let us know!