Create a quote, approval flow & request for porting

Create a quote, approval flow & request for porting

Create a quote

Step 1: General information

  • Select an existing company or choose to create a new company or customer. Enter the VAT number and the details will be retrieved automatically. You can also enter the details manually.
  • Contacts: General, Technical and Billing



Step 2: Configuration

You can mark the offer with a label or title so that you can distinguish them and they are easily recognizable in the overview. e.g. an offer based on Teams Voice and an offer with Desk phones


  • Add Building Blocks: Platform users, IVR, Queue,....
  • Building blocks can be sorted in desired order and hidden if necessary (see video)
  • Add numbers, new or existing. If the number is already known, this can also be filled in already.
  • In case a number is transferred, you can already request a date for porting via the quotation edit, this must be at least 10 working days away from the quotation approval. We advise you to wait for the customer's approval of the offer before entering this porting date or to coordinate this well in advance. See also further under Approval flow.


  • Tariff plan: choose call rate
  • Monthly call cost (estimate): enter by which the Hard Limit (monthly) is calculated. (This can be calculated from the previous operator's invoice detail. We are happy to help you analyse this)

Step 3: Devices

  • Adding phones, headsets or other technical devices

Step 4: Partner setup fee

  • These are the costs that the partner itself charges for installing the devices and setting up the 'telephone exchange' and/or other services offered in relation to telephony. You can also add your own devices via your partner profile so that you can always offer these as well as the installation costs that you charge by default so that these are always ready & available in the new offers.

Step 5: Confirm

  • Check or view details and totals of the quote
  • Comments on the porting: this is info that is sent along to the operator. E.g.: if an analogue line must remain active with the current operator and therefore not allowed be transferred to Fonzer.
  • Save quote

Overview quotes



These symbols mean sequentially:

  • View: overview/detail of the offer
  • Edit
  • Digital sending and signing: you can define the content and language in this and set the status to Sent
  • Download PDF
  • Duplicate: making a full copy of the quote
  • Delete

Detail quote   :

Within this screen, you can find the buttons below at the top right. This way, you can also send, edit or download the quote digitally.

 

Approval flow

A new quote is given the status "created". As soon as the quote has been approved by your customer, open it via the eyelet and then attach the documents: Approved quote, LOA, ... via the Attach Files button (top right). Only when the approved quote is uploaded separately from the LOA with respectively indication of the document type will the approval process be started automatically. In between, check briefly whether the status also adjusts. If the process does not progress further, please contact support@fonzer.com and mention the quote number.



This presents the quote to Fonzer for review and approval on which the quote is given the status "approved" or "declined". In case of approval, you can start further configuration of the PBX for the customer and request the porting date.

You can request this date via the quote in two ways:

    1.   You open the quote via the eyelet and click on the link in the numbers section: Info missing


      In the 'Porting date' field, enter a desired date at least 10 working days away from the date you request it.
      It is important that the address and the number you wish to port match. It may possibly be that the offer is created for a different location than the number to be ported. You can provide an address for each number by unchecking the 'Keep same address' box.




    2.   Using the Edit button of the quote, go to step 2 and click on the  button next to the added DID element  to edit it on which you can enter the date via the following screen:

In case something is still missing and the offer is refused, you will receive an e-mail with the reason for this refusal. In case of questions, do not hesitate to contact support@fonzer.com

If the date for porting was not completed after full approval, Fonzer will complete it with a date 10 working days away from this approval.

If no call was made on the approved transfer date and after 8 working days thereafter, the status of the transfer will be "expired". For the flow and all statuses regarding porting requests + calls, see: https://support.fonzer.com/portal/en/kb/articles/portering-statussen-en-opvolging-5-10-2023 and/or https://support.fonzer.com/portal/en/kb/articles/how-to-call-the-porting-or-definitely-execute-the-transfer

After the complete installation and porting of the new PBX, the status of the offer will be "finished" and you will no longer be able to change or delete it.
 

Instructievideo:




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