Learning Hub / Tutorials / Voxtelesys / Agent Finishes SSOFAQs

Tutorials: Agent Finishes SSO

Learn about the Agent Finishes SSO process for the Agent Quote management in the Voxtelesys Portal.

Create a Quote using the Agent Quote Management tab in the Voxtelesys Portal.

image of email to accept or decline quote



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.

welcome to voxtelesys sign on



After clicking the link, the client will be prompted to create an account with Voxtelesys.

email field after registering with voxtelesys



Once registered, the client will log in to Voxtelsys by entering email, using a one-time passcode, and creating a password.

quote information page



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 and Payment information

Authorized Company Contact: Enter contact information.

Payment Information: Enter payment information.

image of loctaion to sign and submit

Check boxes, sign, and click "Accept"


Click “Submit”

form submitted success message



Form Submitted success message:

information icon
Important Note:
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.

payment management page

The client can access the payment management page while the agent finalizes the quote.

Quote management page with box aroung updated quote status and actions



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.

company information page of SSO



Enter Company Information and click “Next”

configure services and choosing a phone plan

Select a phone plan (metered or unlimited)

phone system configuration



Select Phone System Configuration and 3CX Add On Services (if applicable).

Click “Next”

number ordering step



Order numbers and then click “Next”

E911 setup step



Set up E911, then click “Next”

Payment, Review, & Submit step with prepopulated information



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”

quote completed success message



You will see a success message once the quote has been successfully completed.

quote status updated to completed in the quote management dashboard

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.

declining quote option in email



The client also has the option to decline the quote by clicking the “Decline Quote” link in the personalized quote email.

quote decline message



If the client declines the quote, the following message will appear:

client declined status in agent quote management dashboard



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.

quote management dashboard with box around pending status and send a reminder email action

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



Example of a reminder email:

To learn more about the Agent Quote Management process please refer to the tutorials below:

Learning Hub / Tutorials / Voxtelesys / Agent Finishes SSOFAQs