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Forwarding an Autodesk Quote in the New Buying Experience

July 30th, 2024

When purchasing in the Autodesk New Buying Experience, quotes are sent directly via e-mail to the contact listed on the quote [this person is called the quote contact]. The quote contact can access the quote to purchase directly through the e-mail or in the Autodesk Account. Quote Blog.png

If another person needs to access the quote to review or finalize the purchase, the quote contact will need to forward the quote e-mail.

Here are the steps to take for the quote contact to forward the quote and how the recipient can access the quote through that e-mail.

  1. The originally quoted customer must forward their quote email in its entirety. There is a PDF attachment of the quote in the quote e-mail, but the recipient must access the quote through the e-mail links.
  2. The FWD recipient receives the quote email and selects "Buy" to enter the quote's cart. Quote blog 1.png
  3. The recipient will be prompted to log into their Autodesk Account. • If the recipient does not have an Autodesk account, they can select Create account. When creating the account, the recipient must ensure the email domain of their account matches the email domain of the originally quoted user. Quote blog 2.png
  4. After logging into their Autodesk Account the quote recipient must answer security questions to log into the Quote's Cart, allowing the purchase. These answers are all found in the quote e-mail. Tip: if typing these answers in and selecting Continue provide you an error, try copying and pasting from the quote e-mail to the web page. • Account CSN • Email address listed on quote • Subtotal Quote blog 3.png
  5. Once logged in, the user can access the Quote's Cart for purchase and complete the transaction. Quote blog 4.png They should confirm subscription details, customer details and select their form of payment. To complete purchase select Submit order.

Quote blog 5.png After purchase the subscriptions will be available to be assigned in the Autodesk account. To learn how to assign subscriptions in the account click here: Assigning User Access

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