> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Quotes
> View and manage your Quoter quotes directly inside MSPortal.ai
The Quotes module brings your [Quoter](https://www.quoter.com) quotes into MSPortal.ai, giving you a centralized view of all proposals alongside your other client data. Quotes sync automatically from Quoter every 4 hours, so your team always has up-to-date pricing and proposal information without switching between tools.
Quotes in MSPortal.ai are **read-only**. All quote creation and editing is done in Quoter. MSPortal.ai syncs and displays your quotes so you can reference them alongside company data, meetings, and other modules.
## Key Features
Browse all quotes with filtering by stage, company, owner, date range, and more.
View monthly, annual, quarterly, semi-annual, one-time, and upfront pricing for each quote.
See individual line items with SKU, quantity, unit price, billing frequency, and optional selections.
Add quotes directly to meeting agendas so your team can discuss proposals during client reviews.
***
## Prerequisites
Before using the Quotes module, you need:
* An active [Quoter](https://www.quoter.com) account with API access
* The **Quoter integration** configured in MSPortal.ai (see [Set Up Quoter Integration](/user-guides/quotes/setup))
* The **read\_quotes** permission assigned to your role
***
## Viewing Quotes
### Quotes List
Navigate to **Quotes** in the main sidebar to see all synced quotes.
The quotes table displays:
| Column | Description |
| ------------ | ------------------------------------------------------------------------- |
| **Quote #** | The quote number from Quoter (links to Quoter if subdomain is configured) |
| **Name** | The quote name or title |
| **Company** | The mapped MSPortal company |
| **Stage** | Current quote stage (e.g., Draft, Sent, Won, Lost, Expired) |
| **Owner** | The quote owner from Quoter |
| **Monthly** | Monthly recurring total |
| **Annual** | Annual recurring total |
| **One-Time** | One-time charges total |
| **Created** | Date the quote was created |
### Filtering and Search
Use the filter bar above the table to narrow down your quotes:
* **Search** - Search by quote name, number, billing organization, or owner name
* **Stage** - Filter by quote stage (Draft, Sent, Won, Lost, Expired, etc.)
* **Company** - Multi-select filter to show quotes for specific companies
* **Quote #** - Filter by quote number
* **Owner** - Filter by quote owner name
* **Created Date** - Filter by date range (Today, This Week, This Month, This Quarter, Last Quarter, This Year, Last Year)
### Quote Stages
Quotes display color-coded stage badges:
| Stage | Color | Meaning |
| -------------------- | ----- | --------------------------------------- |
| **Won** | Green | Quote was accepted by the client |
| **Sent / Published** | Blue | Quote has been sent to the client |
| **Expired / Lost** | Red | Quote expired or was rejected |
| **Draft / Other** | Gray | Quote is still in draft or other status |
***
## Viewing Quote Details
Click any quote in the list to open the detail view. The detail page shows:
### Header Information
* Quote name, stage, and draft/flagged status
* Quote number
* Company name
* Owner name
* Created date
* Won date and expiration date (when applicable)
* Tags
* Internal notes (displayed in a highlighted callout)
### Pricing Breakdown
The detail view shows up to six pricing cards based on the quote's billing structure:
Subtotal, discount, tax, and total for monthly recurring charges.
Subtotal, discount, tax, and total for annual recurring charges.
Subtotal, discount, tax, and total for quarterly charges.
Subtotal, discount, tax, and total for semi-annual charges.
Subtotal, discount, tax, and total for one-time charges.
Subtotal, discount, tax, and total for upfront charges.
### Line Items
Below the pricing summary, a table lists every line item on the quote:
| Column | Description |
| ----------------------- | ---------------------------------------------------------- |
| **Name** | Product or service name |
| **SKU** | Product SKU identifier |
| **Qty** | Quantity |
| **Unit Price** | Price per unit |
| **Total** | Line total |
| **Billing Frequency** | How often this item is billed |
| **Optional / Selected** | Whether the item is optional and if the client selected it |
***
## Quote Actions
### Open in Quoter
From the quotes list, click the **actions menu** (three dots) on any row and select **Open in Quoter** to jump directly to that quote in your Quoter account. This requires a Quoter subdomain to be configured during integration setup.
### Add to Meeting
Select **Add to Meeting** from the actions menu to attach a quote to an upcoming meeting agenda. This is useful for discussing proposals during quarterly business reviews or client check-ins.
***
## How Sync Works
* Quotes sync automatically from Quoter **every 4 hours**
* The sync pulls all quotes and their line items from the Quoter API
* Quotes are automatically mapped to MSPortal companies when a matching PSA opportunity is found
* Company mapping can also be configured manually during integration setup
* You can trigger a manual sync from **Settings > Integrations** on the Quoter integration card
If you just created a quote in Quoter and don't see it yet, you can trigger a manual sync from the integration settings rather than waiting for the next automatic sync.
***
## Related Guides
* [Set Up Quoter Integration](/user-guides/quotes/setup) - Connect your Quoter account to MSPortal.ai
* [Calendar & Meetings](/user-guides/calendar/index) - Learn about meeting agendas where quotes can be added
* [Integrations Overview](/user-guides/integrations/index) - General integration setup guidance