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Use this guide to get a quote document, or to export the quotes table. This page is for company users and MSP staff. MSPortal links to the quote on the provider’s page. Salesbuildr quotes also have a Download PDF action in MSPortal, and company users can open them with View quote.

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Before you start

  • You need Quotes read access (the Quotes resource with Read access in the role editor).
  • Provider links and PDFs appear only when the provider supplied them for that quote.
  • MSPortal sign-in does not give you access to the provider’s page. Ask your MSP for a copy if the page will not open.

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Choose the right route

On the quote detail page, the provider link is labeled Open quote. Provider links appear only when the quote has one, and MSPortal sign-in does not give you access to the provider’s page. Your MSP chooses what company users get for Salesbuildr quotes under How clients open quotes on the Salesbuildr integration. With Show the PDF, company users get View quote and Download PDF and do not see the Salesbuildr link, which opens a Salesbuildr sign-in page. With Link to Salesbuildr, company users get the Salesbuildr link and Download PDF, like MSP staff.

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Open a Quoter document

1

Find the quote

Click Quotes in the sidebar. Check the company and number, then choose … > Open in Quoter. The Number opens the quote’s detail page in MSPortal, where Open quote goes to Quoter.
2

Review it

The Quoter page opens in a new tab. Check the number, revision, line items, and terms.
3

Get your copy

Use any document or download option on that page. If there is none, ask your MSP for a copy.
If Open in Quoter is missing, ask your MSP to check the Quoter URL name and the synced quote link.

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Open a QuoteWerks or QuoteValet document

1

Find the quote

Click Quotes in the sidebar, then choose … > Open in QuoteWerks on the quote’s row.
2

Read the proposal

The link can open a QuoteValet page. The menu still says Open in QuoteWerks. Read the proposal and its terms.
3

Get your copy

Use the document options on that page. If there are none, ask your MSP for a copy.
MSP staff: check the synced quote link and the QuoteValet setting. See Configure QuoteWerks Integration. Do not build or guess a customer link.

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View or download a Salesbuildr PDF

Your MSP chooses how company users open Salesbuildr quotes. If your MSP chose the PDF, company users get View quote, which opens the PDF in a new browser tab, and Download PDF. If your MSP chose the Salesbuildr link, you get Open quote and Download PDF instead. MSP staff always see Download PDF and the Salesbuildr link. To view the quote, click the … menu on the row, or open the quote, and choose View quote. To save a copy, follow these steps.
1

Find the quote

Click Quotes in the sidebar and find the Salesbuildr quote. On the detail page you can use the same buttons instead.
2

Choose View quote or Download PDF

Click the … menu on the row. Choose Download PDF to save the file, or View quote to read it in a new tab when it is offered. The label changes to Preparing PDF… while MSPortal asks Salesbuildr for the file.
3

Open the file

View quote opens the PDF in a new tab. If your browser blocks the new tab, the PDF downloads instead. Download PDF downloads the file, or opens it from a Salesbuildr link in a new tab. If your browser blocks that tab, it opens in the current tab. Check the number, revision, and company before you share it.
The PDF is fetched from Salesbuildr each time, so it matches the current quote.

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Export the quotes table to CSV

1

Set the company and filters

Click Quotes, pick the company in the top bar, and set your filters.
2

Skip the paging

The export covers every quote that matches your company and filters, across all pages. You do not need to go to each page.
3

Show the columns you need

Click Columns, turn on the fields, and click Save Changes. The CSV has the columns that are visible.
4

Click Export CSV

Click Export CSV above the table. A progress toast reads Exporting N of M… while MSPortal loads the quotes in batches, then Exported N rows. The browser downloads quotes.
5

Check the file

Open the file and check the rows before you use it. If a batch fails, MSPortal shows The export could not finish. Try again. and downloads no file, so you never get a partial export.
The CSV is table data. It is not the proposal or a document you can accept. Dates and amounts can look different from the screen.

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Troubleshooting

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Frequently asked questions

Yes. Quoter and QuoteWerks use the provider link. Salesbuildr also has Download PDF.
QuoteValet can be the customer page for a QuoteWerks quote. Check the number and company before you go on.
Yes. It exports every quote that matches your company and filters, not only the page you see. It fails instead of downloading a partial file.
Yes. The export covers the matching rows for every provider.
No. Use the provider’s document and its acceptance process.
No. Wait for the file or a message.
No. Your MSP manages the connection and its credentials.