- Create solution quotes
- Save a quote
- View all saved quotes
- Edit saved quotes
- Download saved quotes
- Track quote status
- Print quotes for review
- Compare pricing for different terms and currencies side by side.
Creating a quote
Use your Megaport Portal credentials to log in to the Quoting Tool. Your login takes you to the Quoting Tool Saved Quotes page. Use the Saved Quotes page to view a list of your company’s quotes and create, duplicate, save, and print and send quotes for review. The Saved Quotes page displays all your saved quotes. The list includes quotes where the created date is less than six months old. Quotes are deleted after six months. By default, the page is sorted by the date the quote was created, in descending order. The most recent quote is listed first. To create a quote- On the Saved Quotes page, click Create New Quote.
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Select whether this is for an Existing Customer or a Potential Customer.
- Existing Customer — Select this option if the quote is for a customer that already has an account with Megaport. Select the company name from the Target Company drop-down list.
- Potential Customer — Select this option if the quote is for a potential customer that does not have an account with Megaport. Enter the potential customer’s company name in the Company Name field.
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Enter a name for the quote in the Quote Name field.
The company name cannot be changed. - Select a service to add to the quote: Port, MCR, MVE, NAT Gateway, IP Address, or Latitude.sh products.
- Click Choose Location and select the service location.
- Enter the required fields, such as name, rate limit, currency, term, diversity zone, Cross Connect, and subnet size if available. Requirements vary by service.
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If you want to exclude the cost of this service from the quote, select Exclude (service type) from quote.
You might do this, for example, if you need the service configured to replicate a network design without including the cost in the quote. - Add the service.
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Click +Connection to add a connection to the service. For connections, select a destination type. The procedure varies slightly depending on the destination type.
- Cloud — Select a provider, destination, and a diversity zone if available.
- Private — Select a destination.
- Marketplace — Select a Marketplace provider and destination.
- Internet Exchange — Select a location and a term. The default term is 12 months.
- Compute — Select a Latitude.sh destination.
- Megaport Internet — Select a location.
- Megaport Object Storage — Select a storage destination.
- Enter the connection name, minimum term, and rate limit, where applicable. Exclude the service cost from the quote if required.
- Click Save Connection to add the connection.
- Continue adding the required services to the quote.
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Click Save on the right when done.
The Quote ID field is automatically populated with a system-generated UID and the quote status is set to Saved. - Click Close to view the Saved Quotes page.
Summary
The summary shows the total monthly cost of all services in the quote, including any add-ons. The summary is updated when you change the term or currency.Importing existing services
You can import existing live or configured services from your account into a quote. This allows you to add services that are already deployed without recreating them manually. To import existing services- In the Quote Builder, click the import existing services icon.
- In the Add Existing Services dialog, select the services and connections you want to add to the quote. Use the search field to filter by name or service UID. When you select a connection, its associated A-end service is automatically selected.
- To keep a service in the quote design but leave it out of pricing calculations, select Exclude From Quote for that service.
- Click Add Selected to add the services to your quote.
Editing imported services
Imported services and connections represent existing deployments, so some fields are restricted when you edit them in a quote. These restrictions apply only to imported rows and do not affect new services that you add to the quote. The restrictions take these forms:- Some fields are read-only and cannot be changed. For all service types, this includes the name, location or connection destination, and currency. The speed or rate limit is also read-only for Port, MCR, MVE, and NAT Gateway services. For MVE services, the vendor, version, and size are read-only. For NAT Gateway services, the session count is read-only.
- For all service types, you can keep the term the same or extend it, but you cannot shorten it. For VXC and IX connections, whether you can change the rate limit depends on the term:
- On a fixed term — you can keep the rate limit the same or increase it, but you cannot reduce it; a lower value cannot be saved.
- On a month-to-month term — you can also reduce the rate limit down to the default minimum rate limit for the connection.
- You cannot remove existing add-ons and features, but you can add to them. For example, you cannot remove a Cross Connect from a Port or IPsec from an MCR, reduce the number of IPsec tunnels, or reduce the number of ports in a link aggregation group (LAG).
Renewing imported services
When you edit an imported service or connection so that its price changes, for example by extending the term or increasing the rate limit, the Quoting Tool treats the line as a renewal and compares the current contracted price with the new price. A Renewal tag appears next to the service or connection in the Quote Builder and in the editor header. In the editor, a renewal price summary shows the current price, introduced by was with the previous price struck through, alongside the new Renewal price and the change in price as both an amount and a percentage. When you change the term, the new term appears in the label, for example Renewal price (36 MO). The Quote Summary shows the same comparison for each renewal line: the current price struck through, the new price, and the change as an amount and a percentage. When a freshly imported service can be renewed on its current term at a different price, a Renew With Same Term button appears in the editor footer. Click it to renew the service on its current term without changing any other field.Sorting quotes
You can sort the Saved Quotes list by date, quote ID, quote name, and user who created the quote. To sort by column heading-
Click the up/down triangles next to a column heading.
The table columns reload, if necessary. -
Click the heading again to reverse the order.
The triangle color reflects the current bidirectional sort order.
- On the Saved Quotes page, click the down arrow next to the quote.
- Choose Delete.
- Click Yes to confirm.
You can only delete quotes with a Saved status.
Editing a quote
It’s easy to change or duplicate a saved quote. For example, you can add a new service, add a Virtual Cross Connect (VXC) to a previously created service, or create a quote based on an existing quote.Quotes that have been registered cannot be edited. They can be viewed and duplicated to create a new quote, which can then be edited.
- On the Saved Quotes page, click Edit next to the quote.
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Make the required changes.
For example, change the term of a service or add a new connection.
The changes to the quote are reflected in the pricing. - Click Save.
- To return to the Saved Quotes page, click Close.
- On the Saved Quotes page, click the down arrow next to the quote.
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Choose Duplicate.
A prompt is displayed confirming the quote was successfully duplicated. The new quote is added to the Saved Quotes page, with (Duplicate) added to the quote name. - Click Edit to make changes to the new quote.
- Enter a unique descriptive name in the Quote Name field to identify the quote.
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Make any changes unique to this quote. For example, add a new service or connection, or change an existing service or connection.
Duplicating a quote doesn’t copy the Submitted Date, or the Created By and Created Date values. These fields are unique for each quote. The Created By and Created Date values automatically populate with the current logged-in user and date. - Click Save.
Comparing pricing for different terms and currencies
The Advanced View lists every service and its add-ons in a single table, showing the monthly rate for every available term, currency, and pricing level you have chosen to display. From the Advanced View, you can add or remove terms and currencies to change the pricing display. This enables you to compare pricing for different terms and currencies side by side, for each service in the quote. To compare pricing for different terms and currencies- Click Analyze & Export in the Quote Builder to open the Advanced View.
- Use Display Terms to select the terms for which you want to display pricing. You can select one or more terms, and the table updates to show the monthly rate for each service for every selected term.
- Use Display Currency to select the currencies for which you want to display pricing. You can select one or more currencies, and the table updates to show the monthly rate for each service for every selected currency.
Add-on pricing
When you add an optional add-on (IPsec, Cross Connect, or DDoS Protection) to a service or connection, the Quoting Tool displays an Includes indicator with the add-on name on that item, both in the Network Design list and in the Advanced View. A service or connection can display more than one indicator when it has multiple add-ons. The quote pricing also reflects add-on charges:- Each service’s summary price and the quote subtotal includes the monthly add-on charges, and they recalculate when you change the term.
- In the Advanced View, each add-on appears as a separate line item beneath its service, showing the monthly charge for every available term. When partner pricing is shown, the add-on line items repeat beneath the partner row.
- A term with no add-on charge displays N/A instead of a zero amount.
Downloading a quote
You can download a quote in two formats: PDF and CSV. The PDF version is ideal because it includes the quote details on a Megaport letterhead and a legal disclaimer that the quote is non-binding. Once the quote is downloaded, you can share it for review. To download a quote- On the Saved Quotes page, click Edit next to the quote.
- Click Analyze & Export.
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Choose Download CSV or Download PDF.
- Download CSV — Downloads the quote in the comma-separated values (CSV) format. You can use the CSV file to import the data into spreadsheets and databases. You can open the CSV file in any text editor.
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Download PDF — Shows a preview of the formatted data. Before you print or save the file, you can optionally include these sections:
- About Section — Include or edit the introductory paragraph that describes Megaport.
- Tax Registration Number — Enter a tax registration number to include on the PDF.
- Company Address — Enter a company address to include on the PDF.
When you download a quote as a CSV or PDF, the file reflects the terms, currencies, and pricing level (retail, partner, or both) you have chosen to display, along with diversity zone information for each service.
Logging out
Click Logout to safely log out of the Megaport application. If you have the Megaport Portal or Quoting Tool open in multiple tabs in the same browser, logging out in one tab automatically logs you out of all other open tabs of that application. The other tabs update immediately without requiring a refresh and display a message with a link to log in again.This behavior applies only to tabs in the same browser and is application-specific. Logging out of the Megaport Portal does not log you out of the Quoting Tool, and vice versa.
Helpful references
- Billing Overview
- IX Pricing and Contract Terms
- MCR Diversity
- MCR Pricing and Contract Terms
- Megaport Internet Pricing and Contract Terms
- Megaport Object Storage Pricing and Contract Terms
- MVE Diversity
- MVE Pricing and Contract Terms
- NAT Gateway Pricing and Contract Terms
- Port Diversity
- Port Pricing and Contract Terms
- Quoting Service Cost as a Megaport Partner
- VXC Pricing and Contract Terms