Creating a Quote

Jamf Account Documentation
Solution
Application
Content Type
Technical Documentation
Utilities & Services
ft:locale
en-US

You can create and export customer quotes, and purchase the quoted solutions and services all from within Jamf Account.

Requirements

You must have partner privileges in Jamf Account. If you do not have those privileges, contact your account representative to enable this feature. Click Resource Center in the lower-left corner of the page, and then click Contact Account Team.

  1. Log in to the Jamf Account portal. If you do not have an account, you can create one by clicking Create one now.
  2. Click Partners.
  3. Create a quote from your tasks or customers list.

    • To use the tasks list, navigate to Tasks > View details.

    • To use the customers list, navigate to Customers > Details.

  4. Click Create a quote.
  5. Select solutions:
    Note:Recommended solutions display as default. To view all options, including single product offerings, click View list of all available solutions.
    1. Next to the solutions you want to add, click Add to quote.
    2. Click Continue.
  6. Configure experience:
    1. Select the number of licenses.
    2. Select the preferred subscription length.
    3. Select the desired onboarding experience.
    4. Click Continue.
  7. (Optional) Add premium services:
    1. Select the level of services.
    2. Select the services' subscription length.
    3. Click Continue.
  8. (Optional) Add a support package:
    1. Select your desired support package.
    2. Click Continue.
  9. Select add-ons:
    1. Select your desired add-ons, such as training passes.
    2. Click Continue.
  10. Review your quote:

    • Click Export to save a copy of the quote.

    • Click Check out to purchase the quoted solutions and services.

If purchased, an invoice is sent to the Jamf partner account. The access and provisioning contact selected at checkout will receive instructions in the next 24-72 hours on how to access their products and how to schedule any services purchased.