Internal Admin

Demo operations for leads, customers, quotes, contracts, billing, and imports.

This area shows how Alltech can keep named-account work, usage review, and customer handoffs in one operating surface without losing the phone-first service model.

Quotes

Build the smallest believable named-account quote flow.

Choose the customer, recommend hardware or a fleet review, and issue a quote that can become the same agreement and onboarding state shown in the portal.

Draft a quote

Start from the shared company record, not a quote-only stub.

The form only covers the prototype essentials: target account, hardware recommendation, CPI package, and term.

Lead or customerQuote summaryHardware recommendationHardware quantityCPI packageTerm

How is Alltech approaching the account?New hardware recommendationRecommend new hardware and let the portal queue the agreement state afterward.Existing fleet reviewQuote the service package while leaving room for a live fleet review.Guidance firstKeep the quote flexible because the customer still needs guidance on the path.

Manual review still required before the quote can close cleanly.

Quote states

Draft, pending review, and accepted examples are all seeded now.

3 total

Q-1002

Prairie State Components

Enterprise mixed fleet rollout

Pending

Recurring estimate: $763.00/mo
One-time hardware: $3,674.91
Package: Department Color
Portal next step: Created on acceptance

Manage quote Open customer review

Q-1003

Summit Title & Escrow

Manual review quote draft

Draft

Recurring estimate: $244.00/mo
One-time hardware: $939.00
Package: Office Mixed
Portal next step: Created on acceptance

Manage quote

Q-1001

North Creek Dental Group

Color MFP + starter color contract

Accepted

Recurring estimate: $129.00/mo
One-time hardware: $679.00
Package: Starter Color
Portal next step: Pending Signature

Manage quote Open customer review