Supported quoting providers
Imported pricing and line-item details depend on the data supplied by the provider. A missing external link or PDF button does not mean Quoter or QuoteWerks is unsupported. Follow the document guide for the correct provider path.
Company guides
- Find and open a quote: locate a quote, open its provider page, and add it to an available meeting agenda.
- Read a quote’s details: understand an internal quote detail link, pricing periods, and line items.
- Download quote documents and export the list: Quoter and QuoteWerks document links, Salesbuildr PDFs, and the current page’s CSV export for all three providers.
- Troubleshoot missing Quoter quotes and company links: check your list and know what to ask your MSP to investigate.
MSP guides
- Control Company quote access: set the Company role’s visibility and allowed statuses.
- Connect and manage Quoter
- QuoteWerks integration
- Salesbuildr integration
Frequently asked questions
Which quoting systems does Quotes support?
Which quoting systems does Quotes support?
Quoter, QuoteWerks, and Salesbuildr. Your MSP connects the providers it uses and controls which synchronized quotes you can access. The built-in PDF action is specific to Salesbuildr; that does not limit quote support to Salesbuildr.
Where do I find a quote from my IT provider?
Where do I find a quote from my IT provider?
Open Quotes. Find the quote and select its linked Number, or use its … menu’s Open in provider action when available. See find and open a quote.
Can I create or change a quote here?
Can I create or change a quote here?
The portal list and detail page are for reviewing imported quotes. Ask your MSP to create or revise the quote in its quoting system.
Can a Company administrator give me access to more quotes?
Can a Company administrator give me access to more quotes?
Your MSP manages portal users, permission roles, and quote visibility. Ask your IT provider to check your access.
Does opening a quote accept it?
Does opening a quote accept it?
Opening the portal record or provider link does not itself accept the quote. Review any acceptance controls and terms on the provider’s page before taking that separate action.