Quote to Order
Quote to Order (QTO) is a web-based portal designed to help employees obtain estimates from multiple university suppliers for the following services:
- Web/Graphic Design
- IT Temp Staffing
QTO on-site training:
Do you need help creating, approving or canceling a quote? Do you need help navigating the QTO website?
Procurement Services is available to offer on-site training on request. We can tailor a presentation specific to your unital needs and/or walk you through QTO with a hands-on demonstration.
For training requests or any other questions regarding QTO, please email QTO.firstname.lastname@example.org and you will be contacted within 24 hours for scheduling.
Who is my ePro Req Approver?
The ePro Req Approver for your dept should be the person who places your M‐ marketsite orders or who processes all invoices for your dept. If you are unsure who the ePro Req Approver is for your dept please contact your Financial or Business Manager for assistance.
Before sending my quote to my ePro Req user do I make my selections and how will the approver know what my selections are?
Yes, the end-user makes their selection, and then it gets routed over to the ePro Req approver for final approval. The ePro Req approver will see all selections that the requestor is recommending highlighted in yellow.
A quote was entered into the system but now I’ve decided that I want to contact the supplier directly and place the order with my Pcard. Is this allowed?
All projects need to go through Quote to Order, contractually these suppliers are not allowed to take Pcards.
What is a “Change Order”?
When the scope of your original project changes and warrants additional work by the supplier a change order can be created by the supplier through QTO and must be approved by the unit before a purchase order will be created.
- A change order can only be created after the original QTO quote has been approved and a purchase order issued.
- If the change order will result in a credit, the supplier will just bill at the lesser amount instead of processing a change order.
- Change Orders are not accepted for credits or negative quantities.
What if I entered an incorrect uniqname on my profile? How can I correct it?
If a wrong uniqname is used for a quote, any correspondence that is related to that quote will go to the uniqname entered.
- To change your uniqname on your profile, please forward a request to QTO.email@example.com, your uniqname will then be changed on your profile for any future quotes.
Can a shortcode be changed?
Yes, it can be changed but only prior to the final approval.
Send your request to QTO.firstname.lastname@example.org and they can change the shortcode for you if the quote has not been approved.