Build and submit a quote against a co-op vehicle, and follow it through to a purchase order.
Quoting is how a live deal gets transacted through a co-op vehicle. You build the quote, Starbridge reviews and issues it, and your buyer purchases off the contract.
Start from “Build a new quote” and pick how you want to create it.
The two ways to create a quote.
Build with Starbridge by default. Upload a PDF only when you already have an internal process that produces complete, correct quotes.
Build with Starbridge
Upload a PDF
1
Co-op contract and term
Pick the vehicle this quote sells through, then set how long the deal runs.
Step one sets the vehicle, the term, and the payment schedule.
Only vehicles you’ve been approved on are listed. If you don’t know which one your buyer wants, answer “No” and Ask Starbridge opens alongside with prompts for working it out.On a multi-year deal, the contract end date is set from your start date and term length, and you choose a payment schedule of “Paid in full at signing” or “Billed annually”.
2
Who this quote is for
Your details come from onboarding. Change anything that’s different on this quote.
Supplier details arrive pre-filled from onboarding and stay editable.
The distributor block is Starbridge and can’t be edited. Your customer is picked from a list.
3
Add line items
One line per product, with its quantity and what it costs.
A line item spanning four contract years, with the discounted price calculated for you.
Prices must be at or below your price list ceilings. “Target customer cost” is what your buyer pays. “Starbridge discounted price” is calculated from it, net of your agreed distribution discount.Every line needs a product name, a quantity, and the target customer cost. On a multi-year deal it also needs at least one contract year, and a single line can span several of them.
4
Terms
Optional. Add any terms of your own.
A free text field for terms specific to this deal.
5
End user license agreement
The EULA you gave us during onboarding attaches to every quote you send. Confirm it here.
Confirming the EULA on file before the quote goes out.
To change it, email coops@starbridge.ai and we’ll update the copy attached to your quotes.
6
Review quote
Check the whole quote, then click “Submit quote”.
The review step, with a multi-year quote broken out year by year.
A multi-year quote breaks out year by year, with the first year marked Due now. The quote carries an issue date and an expiry date, and starts as Pending.
Attach a quote you’ve already made. Five steps, and your line items stay in the file.
1
Co-op contract and term
Pick the vehicle this quote sells through, then set how long the deal runs.
The first step sets the vehicle, the term, and the payment schedule.
Only vehicles you’ve been approved on are listed. If you don’t know which one your buyer wants, answer “No” and Ask Starbridge opens alongside with prompts for working it out.On a multi-year deal, the contract end date is set from your start date and term length, and you choose a payment schedule of “Paid in full at signing” or “Billed annually”.
2
Upload your quote
Name the quote, confirm who it’s for, and attach your PDF.
Naming the quote, picking the customer, and attaching the PDF.
What your quote needs to include
Your PDF has to carry the same information the Starbridge builder collects:
Your details. Supplier name, address, and who prepared the quote, with an email.
The customer. The buying entity, its address, and your contact there.
Starbridge as the distributor. Starbridge.AI, Inc., 60 Chelsea Pier, New York NY 10019.
The co-op vehicle. Which contract the deal sells through.
The term. Contract start and end dates, plus the payment schedule on a multi-year deal.
Line items. Each product with its quantity, the years it covers on a multi-year deal, and two prices: the target end customer price, and the price to Starbridge net of your agreed distribution discount. Prices must be at or below your price list ceilings.
Any terms of your own.
Ask Starbridge sits under the upload and can answer the same question against your own setup.
3
End user license agreement
The EULA you gave us during onboarding attaches to every quote you send. Confirm it here.
Confirming the EULA on file before the quote goes out.
To change it, email coops@starbridge.ai and we’ll update the copy attached to your quotes.
4
Terms
Optional. Add any terms of your own.
A free text field for terms specific to this deal.
5
Review quote
Check the quote, then click “Submit quote”.
The review step for an uploaded quote, with the PDF attached in place of line items.
Your PDF shows as an attachment you can open with “View quote”, and the EULA reads Confirmed for this quote. There’s no line item breakdown here, because those live in your file.
Ask Starbridge sits alongside every step of the quote builder and can answer most questions as you go. For anything specific to a live deal, reach out to your GTME.
