Quote Desk Onboarding Guide

Getting started

There is one portal for submitting and managing all your client quote requests: quotedesk.phishfort.com. No separate login system, no passwords to manage.

Signing in

The Quote Desk uses one-time email codes. Here is how it works:

1. 1
   Go to quotedesk.phishfort.com.
2. 2
   Enter your work email address.
3. 3
   We email you a short numeric code. Check your spam folder if it doesn't arrive.
4. 4
   Paste the code into the page. You're in.

Team access

Access is granted by email domain. Everyone at your company who uses their work email can sign in and see your full request list. A colleague can pick up a request you submitted, and you can pick up theirs. All requests are private between your team and PhishFort.

The Quote Desk

The Quote Desk is how you ask PhishFort to price takedown protection for one of your clients. Tell us who the client is. We research their brand exposure, price the right level of cover, and send you back an annual quote. You accept it or you don't.

How it works: three steps

1. 1
   Submit a requestTell us who the client is, what you need, and the volume you expect. It takes under two minutes.
2. 2
   We research and price itYour request reads “In review” while our analysts research the client's exposure and build the quote.
3. 3
   Review and acceptDownload the quote, share it with your client, then accept or decline. Nothing commits you until you hit Accept.

Submitting a request

The new request form is on the left of your home page. Only four fields are required; the rest help us scope the work and are worth filling in when you have them.

Client name

The end client. This name appears on the quote document.

Client contact

An email at the client, if you have one. We do not contact them without asking you first.

Primary website

The client's main domain. This is the most important field, so get it right.

What do you need?

Tick a quote, a research report, or both. At least one box must be ticked.

Include sub-brands?

Yes if the client has multiple brands or regional sites. No for the main brand only.

Brands and domains to protect

Only appears if you answer Yes above. List the sub-brands you know about, one per row.

Estimated submissions per year

Your best guess at how many threats they'll report. Leave blank if unknown; we estimate it ourselves.

Notes for PhishFort

Anything that changes how we should scope: a current vendor, a recent incident, a deadline.

Submitting gives the request an ID in the form PFQ-XXXXXX. Quote that ID in any email and we will pull it up instantly.

After you submit

Once submitted, your request goes straight to our analysts. The status shows “In review”. There is nothing for you to do while it sits there. Your list refreshes automatically, and we email you the moment your quote or report is ready.

Spotted a mistake in what you submitted? Reply to your PhishFort contact with the request ID. We can correct details before the quote goes out.

Reading your quote

When the quote is ready the status changes to “Quote ready” and the request opens as a document rather than a form. The quote has five parts:

Accepting or declining

A quote you have not answered stays open until it expires. When you are ready, use the buttons at the foot of the quote. Both ask you to confirm before anything happens.

• Accept quote: this is the commitment point. We move into procurement, onboarding, and invoicing. Your PhishFort contact will be in touch about both.
• Decline: this closes the quote and tells us. You can add a comment saying why; pricing, timing, and scope are all useful to hear. Declining is not final; ask us to reopen if the client changes their mind.

If a quote expires

Quotes are valid for one month from the day we send them. Past that date the status reads “Expired” and the accept button disappears. Ask your PhishFort contact to reissue it. A reissued quote arrives against the same request ID with a fresh validity date.

The research report

The research report estimates how much brand abuse a client is likely to face over the coming year. You can ask for one on its own, or alongside a quote. It is written to be read by the client directly: there is no PhishFort pricing in it, so you can forward it as-is.

A report covers

• A short summary for each brand we looked at.
• The risk drivers behind that brand's exposure.
• An estimated number of yearly submissions, broken down by lookalike domains, fake apps, impersonation accounts, and malicious content on shared or compromised infrastructure (hosted platform pages, URL shorteners, and smishing landing pages).
• The scale signals behind the estimate, such as traffic volume and brand visibility.
• The evidence we found while researching, so the numbers can be checked rather than taken on trust.

A report-only request never shows a price and has nothing to accept or decline. Its status reads “Report ready” when the report is available to download.

Request statuses at a glance

Every request carries one status. Here is what each one means:

In review

With us. We are researching the client and pricing the request. Nothing for you to do.

Quote ready

Your quote is priced and waiting for an answer. Reads “Report ready” if you asked for a report on its own.

Accepted

You accepted. Procurement, onboarding, and invoicing follow.

Declined

You declined. Your PhishFort contact can reopen it if the client changes their mind.

Expired

The quote passed its valid-until date without an answer. Ask us to reissue it.

Requests that include a research report carry a second marker beside the status: “Report” when you asked for a quote and a report, “Report only” when you asked for the report alone.

Working through your requests

Your home page lists every request from your company, newest activity first. It is built to handle partners running many clients at once.

• Search by client name or request ID using the box above the table.
• Sort by any column heading: click once to sort, again to reverse it.
• Open a request by clicking its row, or move through the list with the arrow keys.
• On a narrow screen, the table becomes a stack of cards, so the desk works on a phone.

Getting help

Your PhishFort contact is the fastest route for anything the desk cannot do for you. They can correct a submitted request, reopen a declined quote, reissue an expired one, or talk through a price before you commit. Include the request ID and they can pull it up immediately.

For access problems, such as a colleague who cannot sign in or a new email address that needs adding, the same contact handles it.

Quick-reference contacts

We're with you

PhishFort exists because the hard cases need a real response. Your clients are counting on you to put the right protection in front of them. We make sure that protection works.