Skip to main content

Quote Module

The Quote module can be used to quote and invoice clients directly in the platform and here it is a detailed workflow described. 

Pentester portal

For Enterprise Plan users, to customize the Quotes module name go to Administration, click on Portal and on General you can rename Quotes:

Quotes Module

You can manage the quotes on the Quotes module that is listed on the left dashboard of the application and once you click on it, you can explore the Quotes tab and the Clients tab.

The Quotes tab contains a list of the projects on which an amount is already "deposited". 



The Clients tab contains a list of all the clients and their actual balance.

In case you click on a Client from the grid above, you will be redirected to the Quotes tab of that Client. This page contains:

  • the quotes per project
  • the credit balance overview per client (visible only if it is at least one project's quote with currency ≠ none)
  • the credit transactions

The Credit Balance Overview is a sum of all the accepted Credit Transactions minus the accepted quotes or marked as approved quotes.
Following the example in the printscreen, once the quote will be accepted from the client or marked as approved by the pentester, the Credit Balance Overview will be deducted to EUR 400.

Quote Templates

Quotes, quotes, quotes... but how to create a quote?!
As you build custom report templates or project templates, the same you do with the quote templates. To create a new quote template, just go to Settings on the left, click on Quote Templates and then New Quote Template.

You can customize the quote template by choosing a currency or let it None, creating sections, use quote tokens or add CSS for styling. Only Published templates will be eligible for using.

Quote a Project

Let's suppose now to add a quote in a project. 

Firstly, if you do not see the Quote tab in the project's dashboard, it means that the tab is not included in the Project Template chosen and there are two ways to make it visible:

  1. Go to Settings, Project Templates, select the project template chosen (ours is called Simple) and edit it. Add quote for both Pentester Portal and Client Portal and save. Refresh the Project page in the end. This will impact all the projects which use Simple as a Project Template.
  2. To make the Quote tab visible only in a specific project, go to Actions button on top right of the project and click on Settings. Add Quote in the box for Pentester Portal and/or Client Portal.

The first time you open the Quote tab in a Project, you have to select a quote template to initiate the process.

To do so, go to Actions button on top right of the project and click on Settings. Open Quote tab and select a Quote Template from the list. You follow the same steps also to change the quote template later if it needed.


Once it is saved, you have the possibility to Generate the Draft Quote.

If the Quote Template chosen has no currency (Currency = None), when you click on the Generate Draft Quote, you just have to double-check the template and click on Save. No amount needed.



Otherwise, you have to click on the Generate Draft Quote and to add the quoted amount. The currency is by default the currency selected for that Quote Template (Currency ≠ None).

Similarly as the generation of the report page, also on this one you can:

  1. view and edit the draft quote 
  2. view the name of the quote template
  3. view the version of the quote
  4. edit the amount as long as the status is Draft (only for quotes with currency ≠ None)
  5. download the quote in PDF
  6. generate Quote from Quote Template in case you have change the quote template or you have edited the current quote template
  7. duplicate a new version of the last version
  8. mark quote as approved: this works the same as the client acceptance, but it is the pentester itself that approves a quote. The status of the quote turns to Marked as Approved and the amount deducts from the balance. Marked as Approved quotes are visible to client portal
  9. cancel quote: the status of the quote changes to Cancelled. You can still unpublish(draft) the quote or mark it as approved.

As long as the status of the Project is not on Quote Staging or the status of the project's quote is not Marked as Approved or Cancelled, you can not Send Quote to Client Users or Send Quote to External email.

To move a project in a Quote staging, just change the Project Status to Quote.

This action will activate the Send Quote to Client Users and Send Quote to External email buttons. When you press Send Quote to Client Users, the quote will be visible in the client portal and the status of the quote changes to waiting for client approval.


Quote Settings

In the event that the Client should not be allowed to see quotes overview and/or to request credit, you can hide partially or fully the Quotes module from the Dashboard on the left. To act in this way, click on Clients on the left, select the client, go to Client Portal and disable the main toggle on Quotes row or only one of them.

Enable - Display Credit means that the client can see the balance overview and can work with credit balances in a certain currency to redeem on Quote purchases.
Enable - Request Credit allows client users to request more credit and it is the pentester that approves the request. This feature includes email notification. In case that a request from the client is done, an email can be sent to all managers and/or to client account manager user, based on the notifications settings.

 

Client Portal

Quote Acceptance

From a client perspective, you can Download the Quote in PDF and Accept Quote.

Accepting the Quote will change the status of the quote to Accepted and it will deduct the Client's Credit Balance by EUR 200.
Accepting the Quote will also requests the client user to sign it by drawing the signature in the screen. 



In case the pentester has used the relevant quote tokens in the Quote, it will look like this:



Quotes Module

The client can also view the Quotes Module if allowed. This includes:

  • Credit Balance Overview
  • Request Credit
  • Accepted and Marked as Approved Project Quotes
  • Credit Transactions
  • Requested Credits

 

Request Credit

By clicking on the Request Credit button, the client user fills the amount and sends the request. 

This type of Credit Transaction has a default status Requested.  

Once it is accepted by a pentester manager, the status changes to Accepted and the credit added to the Balance.

Was this article helpful?