Purpose
Learn how the Bulk Quote workflow works so your large buyback deals move smoothly from first quote to final payout.
Hows Default Bulk Quote Workflow
1. Quotes
Purpose: A bulk buyback offer is created and saved as a quote.
Next Steps: When you send the quote to the customer for review and signature, move it to Pending Contracts.
2. Pending Contracts
Purpose: The quote has been emailed to the customer and is waiting for their review and signature.
Next Steps: After the customer signs, advance the offer to Signed Contracts.
3. Signed Contracts
Purpose: The customer has reviewed and signed the offer.
Next Steps: When the customer ships their device(s), move the offer to In‑Transit.
4. In-Transit
Purpose: The devices are on their way to your facility.
Next Steps: Once the shipment arrives, update the status to Received.
5. Received
Purpose: All devices tied to the bulk quote have arrived at your facility.
Next step: Move the offer to Reconciled to begin inspection and reconciliation.
6. Reconciled
Purpose: Devices have been inspected and reconciled against the original quote.
Next step: Transition the offer to Payout Processing to start payment.
7. Payout Processing
Purpose: The payout is being processed for this bulk quote.
Next step: When payment is sent, move the offer to Completed – Payment Sent.
8. Completed - Payment Sent
Purpose: Payment has been successfully sent to the customer and the bulk quote is fully closed.
By following these stages, your team can track every bulk quote from draft to payout, keeping complex deals organized, transparent, and easy for both your staff and your customers to manage.