📆Request Renewals

You can quickly request renewals for your current customers by selecting "Request Renewal" next to the customer.

You can use the search bar to filter your customers too if you have quite a few! 😄

Begin by selecting "Request Renewal" next to the customer you'd like to request a renewal quote for.

Select the subscription level from the dropdown.

The current subscription level will be to the left in the "Current Subscription Level" field.

Select the subscription length (1, 2, or 3 years).

Enter the device count.

The current device count for the customer will be in the "Device Count" field to the left.

Enter the invoicing email.

If we already having the invoice email on file, it won't create a duplicate, but this confirms we have the right one!

Select "Submit Quote Request" to send the request!

You will receive the message below to confirm your quote was submitted successfully, and a member of the sales team will respond shortly with your quote!

If you need multiple quotes for the same end user, select "OK" and change the details. You can select "Submit & Back" again, and we will receive the additional quote request!

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