New Quote Request

To request a new or change circuit quote, click the WKF New Quoting Request option to open a new window. This will procure a new or change circuit quote from the vendor.

Open

For a new circuit quote, select New. For a change circuit quote, select Change.

Click Start to continue.

Open

Perform the following steps:

1. Choose the due date for the quote request in Quote Due Date field.

2. Select the level of priority from Priority drop-down list. Valid values are Normal or High.

3. Select the type of quote from Quote Type drop-down list. Valid values are Project or Standard.

4. Enter the criteria in Requestor field. Find the requestor name then select the requestor name to display the requestor email and phone information.

5. Enter the ticket number or project name in Service Now Ticket Number or Project Name field.

6. To add a vendor to the Selected Vendors section, select the vendor, provider agreement, and vendor account manager.

   1. Enter the criteria in Vendor field. Find the vendor name then select the name.

   2. Enter the criteria in Provider Agreement field. Find the agreement name then select the name.

   3. Enter the criteria in Select Vendor Account Manager field. Find the name of vendor account manager then select the name.

   4. Click Vendor to apply changes and display the vendor, vendor account manager, and provider agreement in Selected Vendors section.

7. To create a new vendor account manager, click New Manager to open a new window.

   1. Enter the first name, last name, email address, phone number, and title.

   2. In the Default field, click the check box to make default.

   3. In the Provisioning field, click the check box to allow provisioning.

   4. Click Accept to apply changes or click Cancel to abort the operation.

8. To add a quote request, click Quote Request to open a new window.

   1. Select Yes or No from New Site? drop-down list.

   2. If Yes is selected, enter the new site address. Select the service type. For example, MPLS. Select the bandwidth speeds in appropriate fields. Click Save to apply changes or click Cancel to abort the operation.

   3. If No is selected, enter the existing site. Select the service type. For example, MPLS. Select the bandwidth speeds in appropriate fields. Click Save to apply changes or click Cancel to abort the operation.

9. Enter a comment describing the quote request in Additional Notes/Special Instructions section.

10. Attach any supporting files in Attach Additional Documents section.

    1. In the Attach Document field, click Select files.

    2. Browse to and select the files.

11. Click Submit to submit the quote request or click Save to save the draft.

12. Once submitted, the quote request will be processed via workflow to be approved internally. Once approved, it will be sent to the vendor for a formal proposal. The designated users will receive a notification for approval.