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How to Update an Expired Quote in Partner Portal

Once a quote is created in Gemini's Partner Portal, it is accessible to order for up to 30 days. Once it has expired, you will be unable to convert that quote into an order. You can update the quote by modifying your selection. To update an expired quote, follow these easy steps. 

Note: You can only update standard quotes that have expired and have not been converted to orders. To update custom quotes or quotes that have been turned into orders, you will need to submit a new quote. Add a note referring to the expired quote you are creating a new quote for. This helps our team process it when reviewing your quote for pricing, if needed.

Caution: Quotes are valid for 30 days to ensure product pricing is accurate. Please be advised pricing is subject to change when updating your quote.

1. Log into Partner Portal. 

2. Click on the Quotes tab at the top of the screen. 

Note: For help navigating between quotes and orders via the Help and Support panel, click here. 

3. Under Your Quotes, navigate to the expired quote you would like to update and click either the Quote or Finish Quote button at the right side of your quote to be taken to its Reference Number page.

Tip:  Not seeing your quote? Try filtering the date between the Last 3 Months to Last 1 Year by clicking the drop-down above the provided quote list.

4.  Once at your quote’s Reference Number page, a yellow banner will indicate your quote is expired. To update it, click the red Edit Quote button located to the right of the Reference Number.  

5.  A prompt will appear asking you to confirm to proceed editing your quote. Click the red OK button to do so, or the white Cancel button if you would like to keep the quote expired.  

6.  After choosing to click OK, you will be taken your quote’s Specifications page. Here, you can choose to edit and review your quote's product and pricing.  

Tip: To learn how to create and edit quotes, read the How to Create a Quote in Partner Portal article.  

7. Once you have finished making edits to your quote, click the red Save Quote either at the top or bottom right corner if your quote has standard specifications. 

8.  After saving your standard quote, click the red Proceed to Order buttons at the top or bottom of the screen turn your quote into an order. If you have questions or concerns over your quote, you can contact Gemini by clicking the red Contact Gemini button at the bottom right. 

Note: If your quote has a custom request, click the red Send a Request button to get an estimate on your quote at the top or bottom right. Click the red Proceed to Order button to proceed to order without pricing at the bottom right. 

If you have any questions while updating your expired quote, click the Start a New Message button with the black paper airplane icon on the Help & Support Panel at the right of the screen to contact your customer experience team.

 

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