Partner Portal

How to Create a Quote in Partner Portal

Starting a quote is easy in Gemini's Partner Portal. When using Partner Portal, you can quickly generate and share quotes with your customers. Follow these simple steps to start a quote.

1. Log in to Partner Portal. 

2. Select the Start Here button on the Dashboard or Start a Quote in the upper right corner of the screen. 

3. Name your quote in the space provided and hit Save. 

Note: You must name your quote to proceed.

4. Choose your Product Line. Scroll to view all options. 

Caution: Changing the product line will clear all the information you entered. 

Note: Click Learn More next to the product line to learn more about the product and its specifications.

5. Select your Material

6. Depending on your signage needs, you can add letters, logos, and bars to your quote, and fill in the project information including text, dimensions, paint, and mounting required. 

7. If you have artwork ready, select Choose Files to upload it. This will allow you to drag and drop files or choose a local file. 

Note: You don't need to submit artwork when you submit a quote. Your quote will be sent to a Gemini customer experience team member who will reach out to confirm your details before proceeding. 

Tip: Unable to see a price with your quote? You may have started a custom quote. You can submit custom quotes in Partner Portal. A custom quote includes materials or specifications not listed in our Essentials Product and Pricing Guide. Review our article on How to Create a Custom Quote here. 

8. If you are ready to save your quote, click Save Quote on the right-hand side. When you save a quote, you can download a PDF of the quote. 

Note: Saving a quote will not convert your quote into an order. To submit a quote, you must click Proceed to Order at the top of the page or on the right-hand side. 

Quotes are valid for 30 days. If you do not approve the quote or it is converted to an order, pricing may change, and you will have to edit the quote. 

Tip: If you have any questions, contact us in Partner Portal by using our Help and Support panel.

 


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