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 converted 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 to help 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 in to 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. Navigate to the expired quote you would like to update under Your Quotes.
Tip: Not seeing your quote? Try filtering the date by clicking the Last 3 Months drop down above the Quote Date and Created By subsections.
4. Once you have selected the expired quote you would like to update, click the white View Quote or Finish Quote button at the right side of your quote.
5. Once selecting the expired quote, a banner will indicate that this quote is expired. To update it, click the red Edit Quote button located at the far right of the quote number at the top.
6. Next, you will be asked to confirm if you would like to proceed. Click the OK button to do so, or the Cancel button if you would like to keep the quote expired.
7. If you update your quote, you will be taken to the quoting specification 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 our How to Create a Quote in Partner Portal article.
8. Once you have finished making edits to your quote, if your quote has standard specifications, click the red Save Quote at the bottom right corner to populate the screen with the red Contact Gemini and Proceed to Order buttons to either contact Gemini or convert your quote into an order. If your quote has a custom request, you can either click the Send a Request or Proceed to Order buttons at the bottom right corner to get an estimate on your quote or proceed to order without pricing.
Tip: If you have any questions, you can connect with a team member by either clicking the black paper airplane button on the side menu at the right of the screen or click Start a New Message button on the Help and Support Panel.
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