Step 4 - Reviewing & Sending the Quote - Migration Guide
Published:
Overview
The Build and Review steps let you confirm pricing on the mapped lines, then send the migration quote to the customer for approval.
Steps to Review and Send the Quote
- After Plan Association, land on Build — the mapped lines are already populated.
- Note that for migrations, plans are locked to what was set in Plan Association, though pricing and margin remain visible.
- Use the back button, now labelled Plan Association, to return and fix anything if needed.
- Click Continue to move to Review.
- Optionally add a cover message for the customer.
- Click Preview Email to see exactly what the customer will receive.
- Click Approve and Send to Customer to send the review link.
- Click Save to Draft or Publish to Production.
Key Notes
| Item | Details |
|---|---|
| Build step | Plans locked to Plan Association; pricing/margin still visible |
| Back button | Labelled Plan Association on this step |
| Cover message | Optional, added on the Review step |
| Preview | Preview Email shows the customer-facing email |
| Send action | Approve and Send to Customer |
