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Viewing a quote in the portal

So you would like to view a quote in the portal? 

  1. To begin searching the quotes in your system, click 'Quotes' in the icon bar.
  2. You can then type in the contact name in the search function, found on the top right hand corner.
  3. There are two types of quotes you can view – open quotes and archived quotes.
  4. To preview a quote, click on the magnifying glass icon under ‘Actions’.
  5. To view the details of a quote, simply click on it from your ‘Quote list’ on the quotes homepage.  

Quotes that have been sent to the contact display a green paper plane in the ‘Status’ column. 

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