Create a Quote

Note: Now, UiPath Marketplace has its own quote engine that enables you as a vendor to do the following:

sell multiple SKUs and combinations between them
convert quotes to orders and accept payment on the Marketplace
track and manage all quote requests in one section on the Marketplace
provide custom pricing & discounts based on a quote request
include services cost (e.g. implementation, customization, etc.) in the quote

How to Enable a Quote Request for Your Listing

Note: A quote request is enabled for all Professional Services listings by default.

If you publish your listing for the first time

Choose Paid as a Monetization Type
Select Business Solution as a Product
Make sure to follow the Publishing Guidelines while filling in the Upload Form.
At the last step of the submission process called Pricing fill in the listing price in the USD.
Then, check the Enable quote request field.
Submit

Note: Once you decide to enable a quote request for your listing, you can choose whether you would like the price of your listing to be visible on the page or hidden.

If you edit your published listing

Note: Applicable only to Business Solutions

Go to Publisher Account > Uploads
Choose the listing > Edit
Go to the Pricing section (screenshot above) > check the Enable quote request field.
Click Submit

After the curation team publishes your updated listing, the customers will be able to request a quote from you.

How to Check a Quote Status

To review your current quotes, go to the Publisher Account tab > Quotes.

Note: After a quote is paid for by a customer, it's converted into a subscription.

Pending - after you receive a new quote request and your action is awaited
Draft - when you work on a quote and save it for later
Issued - after you send a completed quote to the customer and await their action.
Accepted - after the customer accepts the quote and the purchase happens.
Expired - when the time allocated to the quote has lapsed.

How to Create a Quote Based on a Quote Request

When a customer sends you a new quote request, you will see it in the Pending status in your Quote Requests tab.

To create a quote, please choose the respective quote request > click on the More menu > Create Quote or Edit Quote.

The customer details are pre-populated.

In the Description field, you need to specify products that the customer requested.

For that, you need to choose the items from the Add product menu.

Note: If you need additional clarifications from the customer (e.g. on the custom setup required) before proceeding with creating a quote, you can reach out to the customer directly using their email address.
The Unit Price will be reflected on the right. This is the base price you indicated in the Marketplace listing upload form.
Indicate the Quantity.
Provide the Discount if desired. This field gives you flexibility in custom pricing for the customer.

Note: The discount rates applied to the items with a recurring price will be also added when the subscription renews.
Total price will be displayed. Total price is computed based on the Unit Price,Quantity and Discount values.
You will see the Quote expiration date. Please note that the quote is valid for 30 days since the creation date. If the customer doesn't accept and pay it within this time, it expires.
Subscription start date: the subscription will start when the quote is accepted.
You can add Memo - an email that will be sent to the customer together with the quote.
Payment due date field - allows vendors to define the date when the payment is due:
- After quote acceptance
- Custom Date - this will automatically generate notifications reminding the customer about the payment term.
Documents - these documents will be prompted for the customer to accept in the quote details page once the quote is issued.
Note:
- Maximum 5 files are accepted
- Only PDF files are accepted
- A malware scan will be performed at file upload - if the scan reveals malicious content the quote will not be sent and an error message will be displayed.

How to add services to the Quote

Note: Quote engine allows you to charge not only for your products but also for services that apply.

For that, please click on Add product.

Then, hit on New add-on.

A window will appear.

Please fill in the Name of the service.
Description of the service.
Indicate the Price.
Choose the Price Type. It can be Recurring or One time purchase:
- Recurring - a yearly subscription is generated for the item. It will be listed in the subscription table and on the invoice.
- One time purchase - the item is paid at the initial purchase only, It doesn't get reflected in the subscription table, only on the invoice.
Indicate the Price Interval:
- For Recurring Price Type Yearly is the only available price interval.
- For One time purchase you can choose either Flat rate or Hourly.
Click on Add item.

Press Save as Draft if you want to continue working on the Quote later, or Send Quote if you're done.

Note: The maximum value for a quote is $499,999.99 USD. If your quote total is bigger than this, you will be prompted with a window informing you about the limitation. To create a quote with a value greater than $499,999.99 USD, contact the UiPath Marketplace team here.

After the Quote is sent, its status changes to Issued.

After the quote is accepted by the customer, its status changes to Accepted.

In the case of credit card payment, the customer pays the quote price immediately when accepting the quote, and their subscription starts.

In the case of bank transfer, the customer has 30 days to pay. Their subscription starts after Stripe (payment processor) receives the money.

Please make sure to ship the Business Solution along with the associated services (if any) to the customer as specified in the fulfillment message and/or memo.

Note: Shipping of the Business Solution happens directly from you to the customer.

How to Create a Quote Without a Quote Request

If you as a vendor want to create a quote for a lead or an existing customer so that they can buy the agreed solution configuration, you can do so without receiving a quote request.

For this, go to the Publisher Account tab > Quotes.

Then, click on Create new quote.

Insert the email address of the Customer (or Lead). They will receive an email informing them that you have initiated a quote for them. They will need to map the quote with their Marketplace account.
In the Description field, you need to specify the products that the customer requested.

For that, you need to choose the items from the Add product menu.
The Unit Price will be reflected on the right. This is the base price you indicated in the Marketplace listing upload form.
Indicate the Quantity.
Provide the Discount if desired. This field gives you flexibility in custom pricing for the customer.

Note: The discount rates applied to the items with a recurring price will be also added when the subscription renews.
Total price will be displayed. The total price is computed based on the Unit Price,Quantity and Discount values.
You will see the Quote expiration date. Please note that the quote is valid for 30 days since the creation date. If the customer doesn't accept and pay it within this time, it expires.
Subscription start date: the subscription will start when the quote is accepted.
You can add Memo - an email that will be sent to the customer together with the quote.

Note: If your lead/customer needs guidance on how to accept/map the quote you sent, please share this documentation article with them.

Note:
Quote engine allows you to charge not only for your products but also for services that apply.

For adding services to your quote, please follow this section.