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MSPortal supports quotes from Quoter, QuoteWerks, and Salesbuildr. Open the quote through its provider to review the current document and available download options. Salesbuildr quotes also offer a built-in Download PDF action in MSPortal. To export table data instead, use the Quotes table’s CSV export for the currently loaded list page. A CSV is a list of quote data, not the provider’s complete proposal or acceptance document. Audience: Company users with quote access and MSP staff.

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Choose the document route for your provider

Provider links appear only when a link is available for that quote. Your portal access does not automatically grant access to an external provider page. On an internal quote detail page, the provider link is labeled Open quote.

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Open a Quoter document

1

Find your Quoter quote

Open Quotes, check the company and quote number, and select the linked Number or … > Open in Quoter.
2

Review the current quote

The Quoter page opens in a new tab. Check the quote number, revision, line items, and terms before using its available document options. Do not rely on an older saved copy after your MSP revises a quote.
3

Get the copy you need

Use any document or download options offered on that quote page. If none are available, ask your MSP for a downloadable copy. MSPortal does not currently show its Salesbuildr-specific Download PDF control for Quoter records.
If Open in Quoter is missing, ask your MSP to check the Quoter connection’s subdomain and the synchronized quote link. Company users do not configure those integration settings.

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Open a QuoteWerks or QuoteValet document

1

Find your QuoteWerks quote

Open Quotes, check the company and quote number, then select the linked Number or … > Open in QuoteWerks.
2

Read the linked proposal

The link can lead to a QuoteValet customer-facing page when your MSP uses it. Review the proposal and its terms there; the portal action remains labeled Open in QuoteWerks.
3

Obtain the document

Use the document options available on that page. If no link or downloadable copy is available, ask your MSP to provide the proposal. A synchronized QuoteWerks record can exist in MSPortal without a customer-facing document link.
MSP staff should check the imported quote link and, when using QuoteValet, its integration configuration and the quote’s QuoteValet document association. See QuoteWerks integration. Do not construct or guess a client document URL.

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Download a Salesbuildr quote PDF

1

Find the quote

Open Quotes, locate the Salesbuildr quote, and open its row’s … menu. You can also use Download PDF on an accessible internal detail page.
2

Request the PDF

Select Download PDF. Wait while Preparing PDF… is shown. The portal asks Salesbuildr for the available document.
3

Open the result

Depending on the provider’s response, the PDF downloads or opens through a provider document link. Your browser may open that link in a new tab or use the current tab if the new tab is blocked.Check the document’s quote number, revision, and company before using or sharing it.
For Quoter and QuoteWerks, follow the provider-specific sections above. The absence of the built-in Download PDF button does not mean that provider is unsupported or that its quote has no document.

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Export quote rows to CSV

  1. Open Quotes and select the intended company scope.
  2. Apply the relevant filters and navigate to the page you want to export.
  3. Use the column controls to show the fields you need.
  4. Use the table’s CSV export action.
  5. Open the downloaded file and check its rows and columns.
The export contains the currently loaded page, not every matching quote across all pages. It follows the visible columns. Export each needed page separately or ask your MSP for a complete provider report.
CSV values are table data, not a rendered invoice or quote document. Dates and amounts can appear differently from their on-screen formatting. Keep the provider PDF or quote page for the complete terms and billing details.

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Frequently asked questions

Yes. Quotes supports all three. Their document paths differ: Quoter and QuoteWerks use available provider links, while Salesbuildr also has a built-in Download PDF action.
QuoteValet can be the customer-facing delivery page for a QuoteWerks quote. MSPortal uses that configured link while labeling the source provider QuoteWerks. Check the quote number and company before proceeding.
Yes. CSV export applies to the loaded Quotes table rows regardless of these providers. It follows the visible columns and does not include every result page or replace the full proposal.
No. It exports the loaded page of quote rows. The total count in the list can be larger than the exported row count.
Quote CSV export follows visible columns. Show the required column and export again.
No. Review the provider’s quote document and acceptance process. Exporting data does not accept anything.
The built-in PDF action is specific to Salesbuildr. Quoter and QuoteWerks are also supported: use Open in Quoter or Open in QuoteWerks and the document options offered on the linked page, or ask your MSP for a copy.
No. Wait for the document or a result message. A preparation state is not confirmation that the provider returned a file.
Ask your MSP to check it. Integration credentials and connection settings are MSP-managed.