Quotes Help Topics:

Elliott Electric Help  Back to Help Menu
Elliott Electric HelpDesk  The Help Desk

Quotations Help

About Our Quotes

When logged in to your account, the Quotations section of our website allows you to manage your quoted pricing on Elliott products. In addition to converting existing quotes into orders, you can create requests for quotes, which will proceed to your Elliott sales representative for review and return to you with special pricing, filed online as EES Quotes for use at any time in the future. (See the Quotes Process Flowchart)

Creating Quotes

  • Our Quotes Capabilities

    Offline quotation capabilities vary by location.

    You can send us Quote Requests via:

    • Quotes on ElliottElectric.com (login required)
    • Our toll-free fax line (number varies by store location).
    • Emails to our direct email addresses (find sales contact info on your Account Overview, or by searching our locations).
    • Data brought to an Elliott store on CD/disk, USB flash drive, or on paper.
    • Traditional Mail (Need an address? Find a Location.)
    • FTP link online (Contact store for details).
    • Drop-off's at participating store locations (e.g., any Houston location).
    • Your files are electronically saved for future reference.
    • You have access to online blueprint services to retrieve job information (when available).
    • EES Quotes are typically issued per each customer's BOM.
    • EES Quotes can be sent via Fax or Email.
    • EES Quotes provide a detailed BOM of the material quoted.

    • Back to top

  • Project Management Capabilities

    • We offer coordinated ship dates from our manufacturers.
    • Recap Reports (upon request).
    • Submittals.
    • Operation and Maintenance Manuals (when needed).
    • Dedicated Project Managers.
    • All job info is stored electronically for future reference.

    • Back to top

  • Quotations - Main Page

  • The link to Create a Quote is found at the top-right of the main Quotations page (where it is found on most other Quotes pages). Clicking this button will begin the New Quote Creation process, and the website will go into 'Quote Mode.' You will be prompted for the basic quote information, then taken to a screen that offers several options for adding items to your quote (discussed below).
  • In addition to creating a new quote, from the main Quotes page you can click any quote number from the Recent Quotes list to view it in detail, with options to convert to order, create a copy for an end-user (your own customer), or export the quote via email, fax, or print.
  • Rapid Entry for creating quotes is also accessible on the main Quotes page, on the right half of the screen (as shown below). Included in the Rapid Entry box are links to use the Bulk Quote Pad or to display more fields for Rapid Entry.
  • The main Quotes page also contains a Search Tool (at the top) that allows you to search your quotes by Quotation Number, Elliott Catalog Number, Custom Part Number, or PO/Job Name.

    • Back to top

  • Creating a Quote Online

  • The Quote creation process begins by allowing you to enter your basic information.
  • The process will proceed by offering you several ways to add items to your new quote (unless you initiated the Quote from another section of the website, like Products or Rapid Entry). You are now in 'Quote Mode,' as indicated by the orange bar that appears at the top of the screen. This indicator will remain until you complete (save or delete) your new quote (How do I complete a quote?).

  • There are several ways to add items to a new or pending quotation:
  • Adding Items with Product Search
    • Use our main search box to locate products or simply browse by product category, then specify the desired quantities and click the Add to Quote link for each item, just as you would when adding items to your cart. The Add to Quote link is located to the left of the 'Add to Cart' button (shown above).
    • When you're finished adding items, click the "View all Items" or "View Cart" link to return to the Build Quote page, where you may save or further edit your quote.
  • Adding Items with Rapid Quote / Rapid Entry

  • When using RapidQuote, simply enter Elliott Part Numbers or your own Custom Part Numbers in the second column and provide the respective quantities in the first column. If you know the numbers of the parts you need, or have set up your own custom part numbers, this method is highly convenient.
  • Adding Items with the Bulk Quote Pad (Copy and Paste)
  • If you're creating a quote directly from a Rapid Entry box embedded on a main page, you can access the Bulk Pad for Quotes by clicking the "Use Bulk Pad" link at the top-right of the Rapid Entry box (shown above). Otherwise, the default Quote creation process will take you directly to the Bulk Pad when you choose it.
    • Follow the instructions on the page and enter the part numbers and quantities you need, separating the two with either a space, a comma, or a semi-colon. Make sure each line contains only ONE ENTRY—this means only one part number and respective quantity per line. This method is especially useful if you want to copy and paste quantities and part numbers from a separate document on your computer.
    • You may use Elliott part numbers, UPC Numbers, or any Custom Part Numbers that you've loaded into our system.
  • Copy Custom List, Quote, or Past Order to New Quote
  • The bottom button on the 'Add Items' page, labeled 'From List/Quote/Order' lets you copy the items from an existing Custom List, Quote, or Past Order to your new quote. You'll be able to remove any items as you wish, as well as add other items, before you save the quote.
  • Read about each possible selection below:
  • Copy from Custom List – will take you to the Custom List main page. From here, open the desired custom list by clicking on it. You will see a table containing the list's items. At the top-right of the table, use the "Add to Quote" button to add the selected items to the new Quote. You can pick and choose items, as well as add multiple copies of your selection.
  • Copy from an Existing Quote – will display a drop-down listing of your existing quotes. Simply select one of them and click "Continue" to add the items and proceed to the final step of the creation process. (You may add more items before saving, if desired.)
  • Copy from a Past Order – will display a drop-down listing of your past orders. Simply select your preferred order and click "Continue" to add the items and proceed to the final step of the creation process. (You may add more items before saving, if desired.)
  • Complete Your New Quote
  • Once you're ready to finish adding items to your quote and save/submit it (or to save it for completion later, or to delete it), you can either click "Complete Quote" in the orange 'Quote Mode' bar, or click "My Quote" in orange (where 'My Cart' usually appears), both at the top of the screen.
  • On the final page in the Quote Creation process (shown below), you can review your quote information, items, and quantities. If you want to discard everything, you may click the "Delete Quote" button. Choose whether you would like to submit your new quote as an RFQ (request for quote) or not. If you choose 'No' your quotes will remain saved as a 'pending' quote until you decide to submit it for special pricing. When everything is how you want it, click the "Save Quote" button.

    • Back to top

  • What are EES Quotes?

  • EES Quotes are quotations given specifically to you by an Elliott Electric salesperson. These may be approved RFQ's submitted here on the website, or they could be quotations you negotiated via phone, fax, or in person with your sales rep.
  • You may click any specific quote number from your list of EES Quotes (on the main Quotes page) to view the quote's details page, which offers exporting, ordering, and editing options.

    • Back to top

  • What are Pending Quotes?

  • Pending Quotes include any quotes that have been created by your account in the recent past, including RFQ's that have not yet been approved by an Elliott salesperson.
  • To view your most recent pending quotes, click Pending Quotes at the top-right of the "Recent Quotes" table on the main Quotes page.
  • Simply click a quote number from the Pending Quotes list to view or edit the pending quote’s details (see the Quotes Details image below).
  • RFQ’s may appear under Pending Quotes, but only if they are currently undergoing the process of being approved by an Elliott salesperson.
  • Pending quotes that are not submitted as RFQ’s can be changed into RFQ’s by clicking Edit this Quote from the Quote Details page (shown below) and selecting "Yes" (submit as RFQ) in the ‘Quote Status’ section. Any other details may be changed on the Edit Quote page, as well.

    • Back to top

  • About the 'Quote Details' page

  • When you click on a quote number from the Pending Quotes, EES Quotes, or search results lists you are taken to the Quote Details page.
  • Depending on the status of the selected quote, the Quote Details page provides a variety of different options. Available actions appear above the Quote Information, allowing you to Delete, Edit, Create an End-User Quote, Copy the quote (as a new quote or as a custom list), or Convert the quote into an order. The export option appear at the top-right of the page. Each quote may be emailed, faxed, or printed.
  • The Edit this Quote link allows you to change the quote's various details, items, and quantities. You may also use the Edit Details page to resubmit the quote as RFQ, if it wasn't originally submitted as an RFQ.

    • Back to top

  • About 'Search Quotes'

  • The Search Quotes box lets you search by Quote Number, Elliott Catalog Number, PO/Job Name, or your own Custom Part Number (if you’ve loaded them into our system).
  • You may sort the search results by clicking on a column header, and you can print or email the list of search results by using the appropriate buttons located in the upper-right corner of the page. Select an individual quote by clicking the quote number. This will open the Quote Details page, which allows you to email, print, or fax the quote. You may also proceed to edit or delete the quote from the details page by clicking the link (see Quote Details).

Back to top

The Quotes Process

EES Quotations Process flowchart

↑ Top

Quotes Help Topics: