Create a customer quote with P2Lite
Build and send a fully customized quote yourself, without waiting on a sales rep. Approval creates the account automatically.
Last updated June 20, 2025
P2Lite is a quoting system for MSPs who want to run their own sales process. You pick the products, set the pricing, and send the quote yourself. When the customer approves it, the account is created automatically.
Open the P2Lite console
- 1Sign in to the Wiretap Portal.
- 2Select P2Lite Quotes from the left-hand column on the portal home page.
- 3Click Create New Quote in the top right corner.
Fill in the lead information
- Company information
- The name and address of the company the quote is for.
- Contact information
- The name and contact details of whoever will review and approve the quote.
Add products and set pricing
Add a trunking product first, then any core and additional products. Prices default to standard rates, and you can adjust each one if the deal needs a custom rate.
The floor price stays visible
You cannot set a price below the floor price. This applies to product pricing and to toll rates.
Set your toll rates in the same way. They are adjustable, but the same floor applies.
Review, publish, and send
- 1Check every customer detail and price before submitting — this is what the customer will see.
- 2Add any comments or additional information.
- 3Click Save. The quote is now a draft.
- 4Back on the P2Lite Quotes management page, publish the quote. You cannot send it until it is published.
- 5Click the green envelope to email the quote to your customer for approval.
What happens after approval
Once the customer approves, the account is created automatically. After KYC verification finishes, your designated company contact gets access to the new account.
Still stuck?
Our help desk answers on 816 WIRETAP, or open a ticket. Including the right details gets you a real answer on the first reply — see submitting support tickets.
Contact support