All users can request quotations directly from us using Service Hub. However, only authorised users will have access to Quotations in the left hand menu and will be able to manage and approve any quotes issued.

Quotations in service menu

Quotations

Requesting a Quotation

You can request quotes directly through Service Hub, in the Service menu, in the same way you log a support ticket.

How to Request a Quote

1. Click Log a Ticket in the Service menu and choose I don’t have a problem, I need a quote > from the list in select a support type.

Select I need a quote

Select I need a quote

2. Then choose from the sub-category options with the type of quote needed, for example, I need new software >

Choose quote type

Choose quote type

3. You will then be presented with a form, please complete this with the details of the quotation needed and provide as much information as you can where requested.

Complete quote form

Complete quote form

submit quote4. When you’re happy with the details you have provided, please click the submit button to request your quotation.

This will create a ticket in Service Hub which you can track and monitor whilst our procurement team completes your quote for review and approval.

New ticket created for quotation

New ticket created for quote

Accessing Your Quotes

Only authorised users can view Quotations and will be able to view, amend and approve any quotes that have been issued to your account.

To access your quotes click on ICT Quotes in the left hand menu.

Accessing quotes

Accessing quotes

Viewing Quotes

You will then be able to view all your company quotes and can filter results by open and closed status or just view all.

Viewing your quotes

Viewing your quotes

You can then view any individual quote by clicking on one.

Approving Quotes

You can also approve any open quotes within Service Hub and can amend quantities or ask questions, if needed, before signing off and accepting your order.

Approving and signing off quotes

Approving and signing off quotes

Flagging Quotes

If you have a query about any of your quotations you can flag them for review by clicking the flag button in the top right hand corner.

Flagging Quotes

Flagging Quotes

A pop up window will appear where you can leave a message for your Service Desk Team Leader or Account Manager who will review things for you. This will be added as an activity to your account and any correspondence will be added as a note.

Need help or more information

If you’re having any difficulties using Service Hub, need more information or want to arrange training, please call our Service Desk on +44 (0)115 860 2094 or email support@air-it.co.uk