Quote is a document issued from a business, such as yourself, to customers, mainly businesses, which outlines the price of a sale before agreeing to a purchaseClosed An order made by a customer and the records associated with it.. Quotes can serve for price negotiations with the customers.

The lifecycle of a quote looks as follows:

Quote for Initial Orders

Corporations, governments, and educational institutions typically request a price quote to pre-approve purchases. You can use the Quote Links feature available in our web admin tool to create a quote page for a product and send it to the customerClosed An individual or business purchasing your product or service by placing an order through Cleverbridge. The customer is the end user of this product, as they are not allowed to resell the purchased products or services. ​ A customer is unique per client. If a customer purchases products or services from two different clients, there are 2 separate records of said customer.​.

To create a quote link for an initial orderClosed An agreement between a seller and a buyer to exchange goods and/or services for money. An order can: - contain multiple products and quantities; - have multiple financial transactions. A preorder authorization is considered an order. in our web admin tool:

  1. Go to the Configure > Tools > Link Generator section and select Quote Links.
  2. Click Create Quote Link.


    You can also access this option by going directly to the Customer Profile in Manage > Search and finding a customer profile of your interest.

Viewing Initial Quotes

To display quotes created by account users, go to the Quote Links table. By selecting Personal Only, you can see the links that you created.

To display quotes requested by the customers, go to the Requested Quotes table.

Quote for Renewals

Renewal quote is a quote generated for your customers to renew an existing subscription, originally initiated through a quote process. This step is often a prerequisite for corporations, governments, and educational institutions. Renewal quotes streamline the subscription renewal process for B2B customers, who don’t have to go through the hassle of placing an initial quote each time they wish to renew their subscriptions.


Renewal quote is part of the CleverEssentials product package. For more information, reach out to Client Experience.

To create a renewal quote in our web admin tool:

  1. Go to Manage > Search, and select the Subscriptions tab.
  2. Search for a customer profile or subscription of your interest.
  3. From the displayed results, choose the subscription you want to renew.
  4. Click the Add Renewal Quote button.
  5. In Quotes Settings, you can view Renewal Quote Type and Renewal Effective Date, and add an internal note.
  6. In Products & Promotions, choose the product quantity in quote and add a coupon code, if applicable.
  7. Click Save and Close. The renewal quote is created.

    You can view the renewal quote in the Renewal Quotes tab in the customer profile.


Viewing Renewal Quotes

Existing customers can access and view renewal quotes in the Subscription Management Portal. Pending renewal quotes are visible in the subscription overview document history and can be easily converted by the customer into a paid subscription renewal.

Enable Customers to Create and Convert Quotes

You can enable customers to generate their own quotes during the manual renewal flow on the Subscription Management Portal. This reduces the contact rate and workload for your customer support team, and allows the customers to convert their subscriptions with minimal friction.

Customers are able to request quotes for different offers that are available during the renewal flow. Upon request, a Customer Support agent can:

  • extend the validity date of the quote.
  • apply a discount.
  • send the renewal quote to the customer via email.

For more information on the renewal flow, see Subscription Management Portal.


The renewal quote becomes invalid in the following cases:

  • The quote expires.
  • The subscription was renewed before the customer accepted the quote.

Quote Fulfillment Process

The processes for initial quote and renewal quote fulfillment are similar. The customer can either request a quote by contacting the Customer Service or by using the Get a Quote form available on the client’s website, if applicable.

In case of a renewal quote, there are two more options available:

  • The customer can create the quote themselves through the Customer Self-Service if it’s available.
  • You can generate a renewal quote for the customer any time you want without customer’s request and provide the customer with the link to the quote. This might help to encourage the customer to renew a subscription before they ask for the quote themselves.

Quote Process

Quote-to-PO Process