Tutorials: Creating a Quote: Client Finishes SSO
Access Required: Voxtelesys Portal
Table of Contents:
- Create a Quote
- Personalized Quote Email
- Register with Voxtelesys
- Client Completes SSO
- Quote Status Updated
- Declining a Quote
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.
For more detailed information regarding the SSO process please refer to our Creating an Account with Voxtelesys tutorial
The client will then complete the SSO process.
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”
Enter Authorized Company Contact information.
Enter Payment and Billing information.
Sign and click “Submit”
Account has been successfully created:
After the account has been created, the Quote status will update to “completed” in the Agent Quote Management Dashboard.
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.
To learn more about the Agent Quote Management process please refer to the tutorials below:
