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If you can't find the email or want to see if you have any active quotes, you can also log in to your Portal account and select "View Quotes."
After you select "View Quotes," your current quotes will pop up. You can select either the name of the quote or "View Quote" on the right side of the line item to open the quote.
Selecting the specific quote will open it so you can review it in more detail. You will see the quote details such as it's status, the dates it was created and last updated, when the quote expires, and any notes in the 'Quote Details' section at the top, and the services included in the quote will be listed below in the 'Services' section.
Need to request an edit? No worries. Before you sign the quote, email us back with your request. We necessary changes and you can review it again before committing to the order.
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Once you are satisfied with the quote, it's time to digitally sign it. The page that opens when you click 'Sign Quote' will include your details along the left, along with an area for entering your payment details, and a PDF version of the quote to the right. Verify your information is correct, enter your payment details in the "Payment Information" box, then enter your name in the "Signature" box and click the 'Sign Contract' button to place the order (see the arrow in the image below).
After you click "Sign Contract," it can take up to 48 hours for the order to be completed.
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If you need get approval for the quote from someone on your team, you can share the quote in several ways. You can share the link originally emailed to you by Vivio for the quote, or you can download a PDF copy of the quote from the page where you viewed the quote details. Please note that while the PDF will include a signatory page, Vivio cannot accept signed quotes in this fashion, so please do NOT enter your payment details and email it back. Instead, utilize the web form as described above.
As always, if you have any questions, or if you would like to request a quote, please feel free to contact us. You can reach our Sales team via email, phone, or web chat.
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