Learning Hub / Tutorials / Voxtelesys / Client Finishes SSOFAQs

Tutorials: Client Finishes SSO

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

Access Required: Voxtelesys Portal


Table of Contents:


Last Updated: 7/1/2025

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

Client Finishes SSO Example Email

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.

information icon
Important Note
For more detailed information regarding the SSO process please refer to our Creating an Account with Voxtelesys tutorial

Company information page of the SSO process in the voxtelsys portal



The client will then complete the SSO process.

Enter Company information and click “Next”

Configure services portion of single sign on page



Select a phone plan (metered or unlimited).

phone system configuration and 3cx add-on services image



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

Click “Next”

number ordering page in the sso process



Order numbers and then click “Next”

E911 setup page in the sso process

Set up E911, then click “Next”

Authorized company conatc fields under payment review and submit fields in the sso process

Enter Authorized Company Contact information.

payment method and billing information fields

Enter Payment and Billing information.

signature box at bottom of SSO



Sign and click “Submit”

success message



Account has been successfully created:

Updated quote Management Dashboard with a red box around the mending status and action items



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.

red box over decline email option in the personalized quote 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.

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

Learning Hub / Tutorials / Voxtelesys / Client Finishes SSOFAQs