If you have an admin role, you can generate quotes using our Credit Calculator. This allows schools to generate quotes without the assistance of our Sales team.
Creating Quotes:
1. Begin on the main My.Platinumed Dashboard.
Note: You will not select a role for this task; you will use the main dashboard.
2. Click the green Add Credit button at the upper right of the screen.
Note: If you are near your renewal time, the button might reference something else instead, such as Renew Testing. In this case, click on the chevron to the right of the button to locate the Add Credit option in the drop-down that will appear.
3. Click the Credit Calculator button that is located at the upper right of the Add School Credit screen.
4. The calculator will default to the school's selected profession in the settings. You can add or remove professions at the top of the page.
5. Enter the numbers for the products or subscriptions you want to include in the quote. Subscriptions are at the very bottom.
6. When satisfied with the numbers entered, click Generate Quote. This will bring up the quote draft.
7. (Optional) Enter any Customer Added Notes if needed.
8. Print or Download your quote.