Accept a quote – IT Solver Support

When IT Solver sends you a quote, you can accept it from the link in the email or in the IT Solver dashboard. All prices on a quote include GST.

Before you start

Find the quote email. The subject starts with "Quote Q-" and includes "from IT Solver".
To accept from the email link, you must be a person that IT Solver sent the quote to. You do not need to sign in.
To accept in the dashboard, you must be an Owner or IT manager of the business. Other roles do not see Quotes & Orders.
A quote is valid for 30 days after IT Solver sends it. The quote shows the last day as "Valid until".

Accept a quote from the email link

In the quote email, select View and accept quote. The quote opens in your web browser.
Read the items, the terms and the total.
If the quote has optional items, tick the items you want. The total changes when you tick or clear an item.
If the quote asks you to choose one item from a group, select one item.
If a line has a quantity box, type the quantity you need. The quote sets the lowest quantity, and sometimes the highest.
Read the note under the buttons. It tells you what happens when you accept.
Select Accept quote.

The page then shows "This quote has been accepted. Thank you."

If you have a question before you accept, select Ask a question. This opens an email to support@itsolver.net with the quote number in the subject. You can also reply to the quote email.

Accept a quote in the dashboard

Sign in at dashboard.itsolver.net. If you prefer not to click links in emails, type dashboard.itsolver.net into your browser.
Select Quotes & Orders.
Under Open quotes, select the quote.
Read the order lines and the quote details.
Go to the Approve order section.
If the section shows Quantities, type the quantity you need for each line.
If the section shows Optional items, tick the items you want.
If the section shows a group of choices, select one item in each group.
Under How would you like to pay?, select Bank transfer or Card. Bank transfer is selected by default. This question does not show when the quote includes any monthly or yearly line, even an optional one. See Quotes with a monthly or yearly line.
Select Approve order.

The quote moves to In progress on the Quotes & Orders page.

If you have a question, select Ask a question next to Approve order.

What happens after you accept

Quotes with one-time charges only

When you accept from the email link, or you choose Bank transfer in the dashboard, IT Solver emails a tax invoice to your billing contact. It is due 7 days after the invoice date. Use the invoice number as your payment reference.
After you accept from the email link, the quote page shows the bank details and the reference when IT Solver has emailed the tax invoice. If the page shows Pay by card instead, you can select it to pay the invoice by card.
If the quote page says "We are preparing your tax invoice.", wait for the invoice email. It has the bank details and a card payment option.
In the dashboard, the order page shows the bank details. Select Download tax invoice to get a copy.
If the order page shows Prepare Xero invoice or Retry Xero invoice instead, select it. Then select Download tax invoice when it shows.
If your business pays by bank transfer, Billing > Wallet also shows the bank details.
If you choose Card in the dashboard, the order page shows Pay by card. Select it to pay by card. See Pay for an order and track its delivery.
If the total is $0, nothing is due. IT Solver contacts you about the next steps.

If you have not seen these bank details before, please verify them by calling 07 3123 6000 and choosing menu 1.

Quotes with a monthly or yearly line

When you accept, your subscription starts. Its first invoice also includes the one-time charges on the quote.
If your business pays by card, IT Solver charges the card on file when you accept.
If your business does not pay by card, IT Solver emails an invoice to your billing contact for payment by bank transfer.
When the first invoice is ready, the quote page and the order page show a link to view the first invoice.

For due dates, see When invoices are due and what happens if you pay late.

Examples

You want only some of the optional items

The quote includes a new laptop and an optional docking station. You do not need the docking station.

To fix it: clear the tick next to the docking station. Check that the total changed, then select Accept quote.

The dashboard says "Order changed. Review the latest revision before approving."

IT Solver changed the quote after you opened the page. The dashboard did not record your approval.

To fix it: read the quote again, make your choices again, then select Approve order.

The quote says "This quote was valid until" a date

The quote expired before anyone accepted it. You cannot accept an expired quote.

To fix it: email support@itsolver.net and ask for a new quote.

You cannot find Quotes & Orders in the dashboard

You are a Web designer or Billing only user. These roles do not see Quotes & Orders in the sidebar. An order link takes them back to the dashboard.

To fix it: ask an Owner or IT manager of your business to approve the quote. If IT Solver emailed the quote to you, you can also accept it from the email link. See What each dashboard role can do.

Still have a problem?

If the quote link opens a page that is not found, the link no longer works. The quote may be withdrawn, closed or being changed. Owners and IT managers can sign in to the dashboard and open the quote from Quotes & Orders. You can also email support@itsolver.net with the quote number.

Questions? Email support@itsolver.net or phone 07 3123 6000.