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Use Quotes to see the quotes your MSP syncs from Quoter, QuoteWerks, and Salesbuildr. Company users review the quotes they can access, read their details and open the provider page. MSP staff connect the providers and set company access. You create, price, and publish quotes in the quoting system, not in MSPortal.

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Before you start

  • You need Quotes read access. In the role editor this is the Quotes resource with Read access.
  • Your MSP must have Quoter, QuoteWerks, or Salesbuildr connected in Settings > Integrations. Quotes appears in the sidebar only when one of them is connected.
  • Quotes appear after a sync. Quote syncs for all three providers run every four hours, so a brand-new quote can take a few hours to show.
  • Your role can limit which quotes you see. See Control company quote access.

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Find a quote

1

Click Quotes in the sidebar

The list shows the newest quotes first, 20 per page.
2

Pick the company

Use the company selector in the top bar. With one company selected, the Company column is hidden.
3

Filter the list

Use the filters under the Number, Name, Company, Stage, Contact, and Created column headings.
4

Open the quote

Click the Number or the row to read the quote’s details in MSPortal. To open the provider page, click the … menu on the row and choose Open in and the provider name.
See Find and open a quote for every step, including Add to Meeting.

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Supported providers

Prices and line items come from the provider. A missing link or Download PDF button does not mean a provider is unsupported. See Download quote documents.

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Guides for company users

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Guides for MSP staff

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Troubleshooting

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Frequently asked questions

Quoter, QuoteWerks, and Salesbuildr. Only Salesbuildr has the built-in Download PDF action.
Open Quotes, find the quote, and click its Number to read it in MSPortal. To go to the provider’s page, use the … menu and choose Open in the provider name.
No. The list is read only. Ask your MSP to create or revise the quote in its quoting system.
No. Your MSP sets quote access in your role.
No. Acceptance happens on the provider’s page, if it offers one.