How do I create a quote?

There are 2 ways to create a quote on Science Exchange: in response to a customer request, or send a Lab Initiated Quote (LIQ).

 

1) To create a quote in response to a request, sign in and click on the Orders tab. Click on the request. Once there, click on the "Create Quote" button. Add as many line items as required to delineate your scope of work. The form will automatically calculate the Lab Total, which is the payment you’ll receive from Science Exchange once the order is complete. Indicate the deliverables that the customer will receive, and include a detailed statement of work (SOW). Then enter the total turnaround time. You can either preview the quote, or click Submit.

 

2) The "Create and Send a Quote" tool produces Lab Initiated Quotes (or LIQ’s) which allow you to start a new order by sending a quote directly to any email address or Science Exchange User. This is especially useful when you’re sending multiple quotes to a requester, you're bringing in an order to the platform to take advantage of our payment capabilities, or you have been discussing a project with a researcher that falls under our MSA. To get started generating a Lab Initiated Quote (LIQ), login and press dashboard. This will take you to the Activities page. Click the blue "Create and Send a Quote" button and you'll be taken to the quote page. Fill out the Recipient's name if they're on Science Exchange, or email if you are unsure whether or not they have a Science Exchange account. Then fill out the quote form as usual (see #1 above), and press "Submit/Send". This sends an email to the requester notifying them that a quote has been posted on Science Exchange. There they can respond to the quote, decline or accept.

 

Once you submit a quote, customers will receive a notification that the quote is waiting. The quote will appear under Order Details, where you can download a PDF. Please note Science Exchange does not allow uploading of external quotes due to conflicting billing and contact information that is often found on these documents.