# Requesting a Quote

## How do I generate a quote during checkout? {#how-do-i-generate-a-quote-during-checkout}

To generate a quote, follow these steps:

1. Add the desired product(s) to your cart
2. Fill in the billing information
3. Select a payment method
4. Click **"Get a Quote"**

The quote is generated and available for download immediately — no payment is processed at this stage.

## Does requesting a quote require a payment commitment? {#does-requesting-a-quote-require-a-payment-commitment}

No. Requesting a quote during checkout does not require any payment commitment. You go through the standard checkout flow — adding products to your cart, filling in billing information, and selecting a payment method — but clicking **"Get a Quote"** generates and downloads the quote without charging you.

## Can I download the quote right away? {#can-i-download-the-quote-right-away}

Yes. Once you click **"Get a Quote"** at checkout, the quote is generated and available for download immediately. There is no waiting period or follow-up step required.

## Can I add multiple products to a single quote? {#can-i-add-multiple-products-to-a-single-quote}

Yes. The quote is generated from your cart, so you can add as many products as needed before clicking **"Get a Quote"**. All items in the cart at the time of quote generation will appear on the same document.

## Can Intratec generate a formal quote on my behalf? {#can-intratec-generate-a-formal-quote-on-my-behalf}

Yes, but this falls under Assisted Sales and carries an additional charge. When sales team assistance is needed — such as generating a quote or invoice on a buyer's behalf or handling custom documentation requests — a **Representative Assistance Fee starting from USD 299** applies.

Assisted Sales is available only for certain products and plans:

- **Subscriptions:** Pro and Advanced plans
- **Reports:** Detailed and Premium editions

If your product or plan does not qualify, or if you prefer a no-cost option, you can generate the quote yourself directly at checkout in a few steps — no sales contact needed.

## I need a quote for procurement approval — where do I start? {#i-need-a-quote-for-procurement-approval-where-do-i-start}

Start by going through the standard checkout process on our website. You do not need to contact anyone or commit to a payment to get a quote — the self-service flow handles it entirely:

1. Add the product(s) you need to your cart
2. Fill in your billing information
3. In the **Billing** step, enter your **Purchase Order (P.O.) number** in the "Customer / Purchase Order (P.O.) Number" field — it will appear on the quote
4. Add any other procurement-required details in the **"Additional Information for your Invoice/Quote"** field
5. Select a payment method
6. Click **"Get a Quote"** to download the document immediately

The quote is available right away, with no payment commitment.

## Can I include a P.O. number or custom info on the quote? {#can-i-include-a-p-o-number-or-custom-info-on-the-quote}

Yes. Both are supported directly at checkout through two dedicated fields in the Billing step:

- **P.O. Number:** Enter your Purchase Order number in the **"Customer / Purchase Order (P.O.) Number"** field. It will appear on the generated quote and invoice.
- **Custom information:** Enter any additional procurement or finance details in the **"Additional Information for your Invoice/Quote"** field. This content also appears on the generated document.

Both fields are available to all buyers during the standard checkout flow, at no additional charge.