HELP FILE

Managing Quotes in the Corporate Billing Portal

    Billing contacts can accept or reject quotes directly in the self-service Corporate Billing Portal.

    A quote will expire within 7 days of being sent if it has not yet been accepted or rejected by the customer.

    Accepting a Quote

    1. Sign in to the Corporate Billing Portal at https://link.logmeininc.com/corp-billing.

      Tip: Your billing contact User ID is located on an emailed invoice.

    2. Select the Quotes tab in the top navigation.
    3. Locate your desired quote and select Review Quote (single quote) or View Cart (multiple quotes).
    4. Review the quote details for accuracy, then select Proceed to Payment (single quote) or Save Cart and Review > Proceed to Payment (multiple quotes).
    5. Review your payment information, and add or update the following as needed:

      • Admin Contact — creates a new/updates an existing admin in the GoTo Admin Center (classic), and assigns a seat to that admin for each product in the quote
      • Payment Method
      • Billing Address

    6. When ready, select Save and Proceed to Service Order .
    7. Review your Service Order Details for accuracy, then click Place Service Order to accept the quote.

      Result: A confirmation email that includes a receipt is sent to your billing contact email address.

      Troubleshooting: If you need additional assistance contact Corporate Account Services.

    Rejecting a Quote

    1. Sign in to the Corporate Billing Portal at https://link.logmeininc.com/corp-billing.

      Tip: Your billing contact User ID is located on an emailed invoice.

    2. Select the Quotes tab in the top navigation.
    3. Review the quote details for accuracy. If you do not wish to proceed, select Reject Quote.
    4. When prompted, enter comments for rejecting this quote, then select Send .
    5. Once you return to the Billing Center page, you can select Review to check the status of your rejected quote in the left menu, or contact your customer service representative to send you a new quote.

      Troubleshooting: If you need additional assistance contact Corporate Account Services.

    Article last updated: 30 November, 2022