Quoting Tool

The Quoting Tool has been designed for Proactive Distributors to quote their clients directly from their Mass Supply website profile. To use the quoting tool, please ensure you are logged in.

How to Create a Quote

1. Add products to your shopping cart. Once you have added your relevant products, click GENERATE A QUOTE.
2. On the Quotation page, you can update the unit pricing and quantity for each product you quoting on.
3. You have options to ‘Email quote to yourself’ and ‘Email quote to client’ which you can select.
4. Once happy with the quote, click ‘Generate Quote’ button.
5. Your quotation will be saved and you will have an option to download the quote in PDF on the next screen.

Managing Quotations

1. Click on ‘My Account’ from the top menu.
2. After page loads, click on ‘Quotations’ from the left menu
3. You will have options to do the following;
4. ‘Download PDF’ - used download the quotation as PDF file
5. ‘Edit’ – used to edit an existing quote
6. ‘Approve’ – used to approve quotations. Note: Quotations that have been approved cannot be edited
7. ‘Place Order’ – used to ‘Checkout’ the quotation products. This is only available once a quote has been approved. Note: When checking out quote items. Your existing shopping cart will be cleared and the quote items will be added to the cart.
8. ‘Delete’ – used to delete a quotation.