请求/接受报价

备注：

现在，UiPath Marketplace 拥有自己的报价引擎，让 UiPath Marketplace 客户能够执行以下操作：

• 向供应商请求多个 SKU 及其组合
• 请求服务（例如 实施、自定义等）从供应商处获取
• 接受报价，直接在 UiPath Marketplace 上为订单付款

请求报价

您可以为以下 UiPath Marketplace 列表请求报价：

• 业务解决方案
• 专业服务

找到要购买的列表后，请执行以下操作：

1. Click Request a Quote

   

   表单将在弹出窗口中打开。

2. First Name and Last Name - will be prefilled with your Marketplace profile details and greyed out

3. Company - will be prefilled with the Company name from your Marketplace profile’s affiliation and greyed out

4. Your Email - will be prefilled with your Marketplace profile details and greyed out

5. Message Subject - will say Request a quote for [Listing name] and greyed out

6. Your Message - please specify in this field what items and in what quantity you want to receive from the vendor.

   备注：

   Max. characters allowed = 5000

7. 单击“提交”。

   

哪些项目可以添加到报价请求

Your Message field is a free text field so there are no requirements on what you need to specify there. However, to make sure that the vendor creates an accurate quote based on your request, we suggest that you indicate there:

• 您的用例

• 您的数量（如果适用）

• 任何自定义（如果适用）

• 任何设置/配置服务（如适用）总体而言，请尝试提供尽可能多的相关详细信息。

  备注：

  如果您忘记在初始请求中指定某些内容或所需的自定义配置已更改，则始终可以针对同一列表发送新的报价请求。 报价请求的数量没有限制。

  此外，供应商还将在报价请求中看到您的电子邮件地址。因此，如果需要就您的请求进行说明，他们可以直接与您联系。或者，您可以先与供应商讨论需求，让他们按照本指南在无需事先请求的情况下向您发送报价。

如何检查报价状态

After you requested a Quote, you can see it by clicking on the Marketplace profile icon (1) and going to the Quote Requests tab (2).

要了解报价状态，请参阅以下详细信息：

1. Requested - after you send your Quote request to the vendor.
2. Issued - after the vendor sends the Quote to you. You need to review it and accept it to proceed.
3. Accepted - after you accept the Quote and the purchase happens.
4. Expired - when the time allocated for accepting the Quote has lapsed.

如何接受报价

After a vendor sends a Quote to you, you will see it in the Quote Requests tab (under your profile icon) with the status Issued (1).

备注：

Each Quote has 30 days to be accepted. Otherwise, it expires. Please pay attention to the Expiration date (2).

To review the Quote, please go to the More menu and click on View quote details.

您将看到要约(1)，以及“说明”中的所有项目。您还可以查看“供应商” (2)、“初始请求详细信息” 、付款到期日期和“单据” （可选）。单击文件即可查看附加的文档。如果报价附加了文档，系统会首先提示您接受报价条款，然后才能够支付报价 (3)。如果一切正常，请单击“接受并立即付款” (4)。

You will see your Order Summary in the Checkout. To pay, click Next.

After you successfully paid the quote, it has been converted into a Subscription. To see the details, press Go to Subscription.

备注：

如果您从供应商处购买实体和银行帐户均在以下国家/地区之一注册的实体和银行帐户，则您也可以选择银行转帐作为付款方式。

通过银行转帐付款时，您将获得付款所需的付款详细信息。 在本例中，系统将生成包含付款详细信息的发票。 您需要在 30 天内付款。

备注：

If you pay by Bank Transfer, your subscription will start after the money is received by Stripe, our payment processor.

Subscription details

要转到付费订阅，请单击“个人资料”图标(1) > “付费订阅” (2) > “更多”菜单(3)

Then, press View Subscription Details.

You will see the details of your Subscription (1). You can also go to the Vendor (2) and Payments (3) tabs.

备注：

By default, each subscription is set to Auto Renewal. You can turn it off if you want to cancel the automatic renewal (4). Professional Services can be offered both for a fixed price as a one time purchase and on a recurring yearly basis.

To see the Fulfillment message from the vendor to understand better how the vendor will ship the Business Solution and associated services (if any), please click the More menu in the Subscription Details. Also, you see the fulfillment message on the Thank you page.

备注：

If you had one-time products added to the quote (e.g. Professional Services), they won't be displayed in the table. They are paid only at the initial purchase, as they don't generate a subscription. However, these items are listed on the invoice.

备注：

If the Business Solution you need is consumption-based, you can request the next package without waiting for the current subscription to end. You can have multiple subscriptions active for the same service.

如何使用 UiPath Marketplace 帐户映射报价

供应商可以在未事先收到您的报价请求的情况下发起报价。 这主要发生在您已经讨论过他们的产品并且您有兴趣购买时。

供应商创建并提交报价后，您将收到一封通知您的电子邮件。 该电子邮件包含一个链接，您可以使用该链接映射报价。

单击链接后，您将看到此页面。

To view the quote details, you need to associate the quote with your Marketplace organization. Make sure the organization you are signed in to is the right one before associating it. If not, log out and select the appropriate one. Once done, you will be redirected to the Quote details page. Also, the quote details will be available in the Quote Requests section.

如果您不小心退出了此页面，可以在同一封电子邮件中重新打开此页面。

备注：

If you don't have a Marketplace account, you will be redirected to sign up first and then proceed to mapping, reviewing and accepting the quote.

要接受报价，请参阅此文档部分。