How do I submit a quote request?

How do I submit a quote request?Category: Quote SubmissionHow do I submit a quote request?
Jamie M Staff asked 4 years ago
1 Answers
Jamie M Staff answered 4 years ago

Submitting a quote request can be done in a few short minutes. Once complete, you will receive offers, presentation material, and contracts.

To begin, you must first go to the R.F.Queue dashboard to login.

If you do not already have an account, click the link in the upper right corner to register.

Once registered, you will be taken to the R.F.Queue dashboard. Your dashboard summarizes your activity, gives you access to exclusive sales tools and stores all of your customer information.

There are two options for submitting a quote. You can open the menu on the left and click Submit Request or click the blue button at the top of the page.

Next, you will be taken to the submission tool where you begin by entering your customer’s contact information.

Click Next to proceed to Step 2.

You will now be asked to enter your customer’s account information.

If your customer has more than one account, click the + Additional Account button to add more accounts.

Click Next to move on to Step 3 to add your pricing specific information.

Here you will enter the start date you would like on the contract. If your customer is currently under contract, your start date should be the end of the current contract. If the customer is not currently under contract, on a month to month, or with the utility, enter the current date.

Next, select the terms for which you would like quotes. The standard 12, 24 and 36-month options are available to be selected. If a custom length is required, you can enter that in the submission box as well.

Choose the commission you would like added to the quotes using the slider. This can be edited after prices come back, so don’t feel you need to get the correct the first time through.

Select the type of product you would like to present to your customer: Fixed All-In or Index and finally, add recent bill copies and accept the terms.

Once all steps have been completed, you may click Submit Request and your designated account manager will receive notification that you have submitted a new customer for pricing.

Once prices have been compiled, you will receive notification from your account manager and you can access the quote, presentation material, and contracts on your customer’s page. To locate your customer’s page, open the pop-out menu on the left side of the screen.

Select Companies to be taken to a screen that lists all customers you have submitted.

Here, you can sort your customers by Active, Inactive, or All.
Select the customer you would like to view and you will be taken to their Quote page.

Once on the Quote page, you can view the best price quotes for your customer as well as download contracts and a quote presentation. If you would like to edit the quote, you may do so by clicking the blue Edit button.

If you would like to edit the specific account information (account number or service address), click on the Accounts tab on the left.

The Edit Information tab allows you to change the customer’s contact information as well.

Lastly, if you would like to deactivate this quote so you are not charged for an account that you plan on revisiting in the future or don’t see closing, you can click the Deactivate Company button on the right.