Quote Tool User Guide

  • Updated

A Guide to Account Management & the Quoting Tool

Discover how to seamlessly navigate Inflect's platform, from creating accounts to utilizing our advanced quoting tool.

1. Account Creation and Management

    • Company Account Creation: We've transitioned to a unified sign-on process. Users with matching company email domains are grouped under a single company account. If relevant, this account will be linked to the corresponding Service Provider data on Inflect.
    • Individual Account Creation: Users with personal email domains (e.g., Gmail.com) can establish individual accounts.
    • Joining an Existing Account: If you're signing up with a company email domain, request access to your company's Inflect account. Access is granted upon approval by the account owner.
    • Watch our Video Guide for a visual walkthrough.

Company Features:

    • Unified Company Account: Companies now have a single verified account on Inflect.com.
    • Invitations: Send invites to new users to claim company ownership on Inflect.
    • Membership: Users with matching email domains can request to join the company account.
    • Ownership Transfer: Account owners can transfer ownership to any member with a matching email domain.
    • Enhanced Company Pages: Now featuring an embedded quote tool tailored to the company's assets.

2. Inflect's Advanced Quoting Tool

    • Expanded Product Range: Request quotes for up to 19 product types.
    • Enhanced Search: Find Point-to-Point connections from data centers or buildings to ASNs or Exchanges.
    • Notifications: Stay updated on quote requests, document uploads, status changes, and more.

User Permissions and Roles:

    • Owners: Manage user requests, transfer ownership, and oversee all project details and quote requests.
    • Admins: Invite users, manage projects, and handle quote requests.
    • Contributors: Similar to Admins but with specific project-related permissions.

Project Management:

    • Membership: Project membership mirrors your role in the project. Service providers are added once a quote request is submitted.
    • Document Upload: Attach documents to specific projects or quote requests.
    • Quoting: Save, modify, and send quote requests directly to Service Providers. Enable messaging for direct communication regarding quotes

Saving a Quote:

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