Acronis Quote Manager:
Quote Management and Proposal Follow-Up Platform for Acronis Resellers

To create an Acronis quote using Acronis Quote Manager, start by selecting the solutions and licensing model you require, along with the relevant quantities.

The tool automatically calculates the amounts based on the applicable prices and commercial settings. You can then add your own services, adjust payment terms and customise the proposal details.

Once the quote is ready, you can present it to your customer, generate a PDF document or prepare it for delivery by email.

The entire process is managed through a single platform, making it easier to prepare and track commercial proposals.

Acronis Quote Manager allows you to simulate Acronis solutions using the Solution-based, Service-based Per Workload and Service-based Per GB licensing models.

These options enable you to prepare proposals tailored to different data protection and managed service requirements, according to the available licensing models.

You can select the relevant products and quantities for each scenario and review the calculated prices, making it easier to compare alternatives before presenting a proposal to your customer.

Product and licensing model availability depends on the catalogue and applicable commercial terms.

Yes. Acronis Quote Manager automates price calculations for selected products, taking into account quantities, catalogue prices and the reseller's configured commercial settings.

Whenever you change products, quantities or other relevant options, the quote values are recalculated, allowing you to explore different scenarios without repeating calculations manually.

You can also configure your own mark-ups, giving you greater control over the prices presented to customers.

This automation helps reduce calculation errors and speed up the preparation of Acronis proposals.

Yes. Acronis Quote Manager allows you to configure commercial mark-ups on the prices used to prepare quotes.

This means each reseller can establish their own pricing strategy and create proposals tailored to their business model and commercial relationship with each customer.

Internal costs and confidential commercial information do not need to be disclosed to customers.

The aim is to give you full control over your selling prices, without relying on manual calculations for every quote.

Yes. In addition to Acronis products and licences, you can include services provided by your own company, creating more comprehensive commercial proposals.

For example, you can add implementation, configuration, migration, monitoring, technical support or other services associated with the proposed solution.

You can work with one-off and recurring charges, as well as include optional products and services.

This allows customers to receive a proposal covering not only the cost of Acronis licensing but also the services your company provides.

Yes. Acronis Quote Manager allows you to prepare proposals with monthly or annual payment options, according to the terms applicable to the selected products.

This feature makes it easier to present different commercial alternatives and helps customers assess the option that best suits their needs.

You can also define payment terms, quote validity periods and specific commercial notes.

The payment options available depend on the licensing rules and commercial terms of the Acronis products included in the proposal.

Yes. Acronis Quote Manager allows you to customise the commercial presentation of your quotes with your company's branding.

You can configure your logo, contact details and other business identification elements so that proposals reflect your own brand.

This customisation helps you present a more professional and consistent image to customers, strengthening the commercial relationship between the reseller and the company receiving the proposal.

The quote is presented as a proposal from your own company rather than a generic document.

Yes. Acronis Quote Manager includes a Customer Mode, specifically designed to allow resellers to create and adjust quotes collaboratively with customers during face-to-face meetings or screen-sharing sessions.

In this mode, you can select products, change quantities and simulate different licensing scenarios in real time, allowing customers to follow the changes and see the corresponding prices.

At the same time, Customer Mode automatically hides sensitive commercial information, such as purchase costs, margins and other internal reseller data.

This allows you to involve customers in building their proposals, making the process more interactive and transparent without compromising the confidentiality of your commercial terms.

Yes. Acronis Quote Manager allows you to provide customers with access to a password-protected online collaboration area.

In this area, customers can review the proposal, adjust quantities for products that have been made available for modification, choose between the payment options offered and update their details.

They can also accept the proposal directly through the collaboration area, simplifying the quote approval process.

This allows customers to participate in the decision-making process without having to request a new version of the document for every permitted change.

Yes. Acronis Quote Manager simplifies the preparation of PDF proposals and the corresponding emails for sending them to customers.

It also allows you to configure automated follow-up emails for each quote, with your preferred sending intervals.

This feature helps maintain commercial contact after a proposal has been presented, reducing the need to track every opportunity manually.

Resellers can therefore spend more time building customer relationships and less time on repetitive administrative tasks.

Acronis Quote Manager provides a centralised area where you can view, edit, duplicate and track quotes prepared for your customers.

You can reuse previous proposals as a starting point for new quotes, avoiding unnecessary repetition of configurations and calculations.

The tool also includes records and alerts relating to catalogue changes, helping you identify situations where existing proposals may need to be reviewed.

By centralising Acronis quote management, you can organise sales opportunities more effectively, reduce repetitive tasks and maintain greater control over the sales process.