Converting a Quote to an Order

Created by Steve Hoover, Modified on Tue, Sep 3 at 2:24 PM by Steve Hoover

Requires Instructor Access or instructor provided third-party access link


Once you have a quote, it is easy to convert that quote into an actual order from your Billing & Licensing page. Under the Quotations section of the Billing & Licensing page, you will find your existing quotes. The "Actions" dropdown associated with each quote will contain additional actions that you may take on that quote.

You may modify the quote at this point and set a purchase order number if needed. To officially place the order, select the "Place Order" option (you will immediately receive the invoice and a student instruction sheet via email). The quote will convert to an order and the order may be found under the Licenses section of the page.  

You may also download the invoice or student instruction sheet (Sharing Instructions) from the "Actions" dropdown associated with the License.

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