Creating a Quote Request in the Red Sentry Platform
Red Sentry provides Penetration Testing as a Service (PTaaS), where our expert pentesters assess your company's security posture and report every vulnerability they find, so you fix them before attackers exploit them.
This article explains how existing Red Sentry users can create a quote request from the platform.
Who can create a quote request: Users with the Account Owner or Organization Admin role can create quote requests. Users with the Engagement Viewer role can't.
Step 1: Start a Quote Request
- Log in to the Red Sentry platform.
- Go to Engagements in the side menu.
- Click Create Quote Request button.

Step 2: Enter Quote Details
Fill in the Quote Details section:
- Your Organization: Filled in automatically. This can't be changed.
- Select Contact (required): Choose the person Red Sentry should contact about this request.
- Phone: Enter a phone number for the contact.
- Types of Services You're Interested In: Select one or more service categories, such as Social Engineering, Network Security, or Application Security.
- Desired Dates: Select the date range when you'd like testing to happen.
- Goals: Describe what you hope to get out of this engagement. Your goals tell the tester where to spend most of their time.

Step 3: Add Assessments
- Under Assessment Details, click Add Assessment Details.
- In the Assessment Types panel, click the type of assessment you need. Available types include Cloud, External, Internal, Web App / API, Mobile App / API, Phishing, Vishing, Source Code, Hardware, Wifi, Physical, and Professional Service.

- In the Add Assessment Detail form, enter an Assessment Name. The remaining fields depend on the assessment type. Most are optional at this stage, and you can share these details with Red Sentry team later.

- Click Save. The assessment appears as a card under Assessment Details.

Repeat these steps for each assessment you need. You can add several assessment types, and more than one assessment of the same type.

To edit or delete an assessment before you send, click the three-dot menu on its card:
- Edit opens the Edit Assessment Details form, where you can update the assessment and save your changes.
- Delete asks you to confirm, then removes the assessment from your quote.
Step 4: Send the Quote Request
Click Send. Red Sentry Account Executive will reach out to gather any additional scoping details needed to quote your request accurately.
After You Send
A Quote request sent confirmation appears with a summary of your request: organization, contact, email, phone, desired dates, and the assessments you added.
From here, you can:
- Click Back to Engagements to return to your engagements list.
- Click Download Quote Request to save a copy of your request.
- Click Go to Quote Request to view the request in the platform.

Your request appears in your Engagements list with the Quote Requested status. You'll receive an email when your quote is ready.
Making changes after you send
While your request has the Quote Requested status, you can only change the point of contact. Click the Edit POC in Engagement Details.
To change or add anything else, send the details through the engagement's Communications tab.

