Tutorials: Creating a Quote: Agent Finishes SSO
Access Required: Voxtelesys Portal
Table of Contents
- Create a Quote
- Personalized Quote Email
- Client Registers with Voxtelesys
- Quote Information Form
- Agent Completes Account Setup Process
- Declined Quotes
- Sending a Reminder Email
- Learn More About Agent Quote Management
Last Updated: 7/1/2025
Create a Quote using the Agent Quote Management tab in the Voxtelesys Portal.
After you submit the quote, the Client will receive an email. The client has the option to accept or decline the quote. To accept the quote, the client will be prompted to click on the “Voxtelesys Portal” link.
The client can view the quote as a PDF attached to the email.
After clicking the link, the client will be prompted to create an account with Voxtelesys.
Once registered, the client will log in to Voxtelsys by entering email, using a one-time passcode, and creating a password.
Once the client has logged into the Portal, they will be able to fill out the Quote Information form with their information.
Authorized Company Contact: here the customer can view Quote Name, Agent Email, and view the quote as a PDF.
Company Information: enter Company Name and Company Address.
Authorized Company Contact: Enter contact information.
Payment Information: Enter payment information.
Check boxes, sign, and click "Accept"
Click “Submit”
Form Submitted success message:
The client can only access payment management while the agent finalizes the quote. The client can update and view their payment method in the Portal, but they can only have one payment method at this time.
The client can access the payment management page while the agent finalizes the quote.
Once the Client has submitted the Quote Information Form the quote status will update to “Client Accepted” in the quote management dashboard.
To Finish the SSO process, click on the “Finish SSO Process” icon in the actions table. Once you click this button, you will be redirected to complete the SSO process on behalf of the client.
Enter Company Information and click “Next”
Select a phone plan (metered or unlimited)
Select Phone System Configuration and 3CX Add On Services (if applicable).
Click “Next”
Order numbers and then click “Next”
Set up E911, then click “Next”
The Authorized Company Contact fields are prepopulated with the information the customer filled out in the Quote Information Form. It is not editable or changeable; changes must be made from the customer's end.
Click “Submit”
You will see a success message once the quote has been successfully completed.
After the form has been completed the Quote status will update to “Completed”
Once completed, agents can only view the quote as a PDF or delete it.
The client also has the option to decline the quote by clicking the “Decline Quote” link in the personalized quote email.
If the client declines the quote, the following message will appear:
In the quote management table the Quote Status will update to “Client Declined”
Once declined, you can still edit and send out the quote again.
Agents have the option to send the client a reminder email for quotes with a pending status.
There is a limit of sending 1 reminder per day.
Example of a reminder email:
To learn more about the Agent Quote Management process please refer to the tutorials below:
