POR One | Create Quote

Create a rental quote quickly using the guided Create Quote wizard in POR One. This article walks you through each step, explains what happens after submission, and highlights how the feature supports your sales workflow.

Topics Included in This Article

• Prerequisites

• Use the Create Quote Wizard

• What Happens After You Submit?

• Key Features

• Benefits for Your Sales Team

• More Information / FAQ

Prerequisites

Create Quote is available in POR One version 2026.04 and later.

To use this feature, you must have:

• A POR One Advanced User License

• POR One version 2026.04 or later

If you do not see the Create Quote option on the homepage, confirm your license and system version with your administrator.

Use the Create Quote Wizard

Follow these steps to create a rental quote.

1. Open the Create Quote wizard

   1. Go to the POR One Homepage.

   2. Click Create Quote.

   The guided wizard opens.
                    

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2. Select a customer

   1. Search for an existing customer account OR select from your recently used customer profiles.

   2. Create or select a contact for the customer, if needed.

   3. Click Next.

   
                    

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3. Enter rental dates and details Set the rental period

   1. Select the Start Date and Time.

   2. Select the End Date and Time.

      1. If enabled, you can set dates by duration.

   Add notes (optional but recommended)Use the Notes field to include:

   • Delivery instructions

   • Job site access details

   • Customer presence requirements

   • Special handling requests

   Select store or delivery details

   1. Choose the Store for equipment pickup OR enter Delivery and Pickup Information.

   2. Click Next. 

                    

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4. Select equipment

   1. Use the search field to locate equipment.

   2. Add:

      • Multiple quantities of the same item

      • Multiple different equipment items

      • Header-level items and related sub-components

   3. As you add items, the system displays a running summary showing:

      • Total items selected

      • Quantity breakdown

   4. Click Next when finished.

    

                           

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5. Review and submit On the Quote Summary screen, review:

   • Customer and contact information

   • Store location or delivery details

   • Equipment and quantities

   • Rental period

   • Notes

   If everything is correct:

   1. Click Create Quote.

    

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What Happens After You Submit?

After you click Create Quote:

• The quote is sent directly to the rental management system.

• It appears in an Unverified state.

• The Inside Sales Team reviews and converts the quote into a reservation.

You are automatically redirected to the Contract Detail page for the new quote in POR One.

From there, you can:

• Review customer details

• Confirm line items and quantities

• Return to the homepage to create another quote or complete other tasks

Key Features

The Create Quote feature includes tools designed for speed and accuracy.

• Easy Customer Selection

  Quickly search existing accounts or select from recent customers.
   

• Contact Management

  Create or select a contact during the quote process.
   

• Precise Rental Dates

  Set exact start and end times for accurate rental periods.
   

• Store or Delivery Selection

  Choose a pickup location or enter delivery and return details.
   

• Detailed Equipment Selection

  Search and add multiple quantities of equipment, including related sub-components.
   

• Custom Notes Field

  Capture delivery instructions, job site details, and special requests.
   

• Quote Summary Review

  Verify all details before submission to reduce errors.

Benefits for Your Sales Team

Create Quote supports collaboration between Outside Sales and Inside Sales.

• Faster Service

  The guided wizard reduces manual entry and speeds up quote creation.
   

• Improved Accuracy

  The structured workflow captures required details and reduces errors.
   

• Seamless Handoff

  Quotes created by Outside Sales are immediately available to Inside Sales for processing—no emails or handwritten requests required.
   

• Better Planning

  Detailed rental periods and notes support accurate scheduling and execution.

More Information / FAQ

Who is this feature for?

Create Quote is designed primarily for Sales Personas, especially Outside Sales Team Members who need to generate quotes quickly in the field.

What happens after I create a quote?

The quote is sent to the rental management system in an Unverified state. The Inside Sales Team reviews and converts it into a reservation. You are also redirected to the Contract Detail page in POR One.

Can I add multiple pieces of the same equipment?

Yes. You can enter multiple quantities of the same equipment item in a single quote.

Can I add notes to the quote?

Yes. Use the Notes field to include delivery instructions, job site requirements, or customer requests.