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Poetic Online Help

Page-level help for the Poetic application

  • Admin
  • Basics
  • Downloads
  • License Management
  • Order Management
  • Profile Management
  • Reports

Creating a request for a renewal quote

From the Renewal Report or a renewal notification, you may be able to send your reseller a request to contact you regarding your renewal orders. This helps expedite the process of obtaining your renewals.

The Request Quote button displays for each renewal order.

To request a quote for that order:

Click the Request Quote button.

The Request for Quote Detail page displays.

  • In the Request Information section, provide details about the renewal period:
Renew for

In the Renew for dropdown, select the length of time for which to renew.

The New expire date is updated automatically to reflect your selection.

  • In the Contact Information section, provide details who the reseller should contact regarding the order:
Contact name

Required. In the Contact name fields, specify the first and last name of the contact person for this renewal.

If you are not a system administrator, the name defaults to your first and last name.

Contact email Required. In the Contact email field, type the email address or addresses for the renewal. Use commas to separate multiple email addresses.
Contact phone In the Contact phone field, type the phone number for the renewal contact.
Preferred contact method In the Preferred contact method dropdown, select the preferred method for the reseller to use.
Copy me check box To send a copy of the request for quote notification to your email address and the addresses listed in the Contact email field, check the Copy me and the contact email(s) provided above on the Request for Quote notification check box.
  • In the Additional Comments section, In the Additional request instructions field, type any additional notes you want to provide to the reseller concerning this request.

For example, if you know you want to change the quantity, you could mention that here.

  • The Renewal Request Details section lists the items that will be included in the request.

  • After filling in the request information, click the Next button.

The Request for Quote Confirmation page displays.

  • Verify the request information, then click Finish.

  • The Request for Quote Complete page displays, indicating whether the request was made successfully.

If you want to return to the Renewal Report to request another quote, click the Request Another Quote button.

If you are finished with the renewal process, click the Done button.

Filed Under: License Management

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