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If your MSP or another portal feature gives you an internal quote detail link, open it while signed in to review the imported Quoter, QuoteWerks, or Salesbuildr quote. Your quote and company permissions still apply to direct links. The Quotes list normally opens the external provider through the linked number. It does not open this internal detail page by clicking the name or row.

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Review the record

  1. Check the quote name, number, stage, and revision when supplied.
  2. Confirm the company, owner, and available creation, won, or expiry dates.
  3. Review Pricing Breakdown. Cards may include Monthly, Annual, One-Time, Upfront, Quarterly, and Semi-Annual, depending on the supplied amounts.
  4. Review Line Items for the name, description, SKU, quantity, unit price, total, billing frequency, and optional-item state.
  5. Use the provider-opening action when available to check the current quote and its terms. Use the back control to return to Quotes.
The detail page displays imported information. It does not let you edit prices, quantities, optional-item selections, or the quote’s stage.

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Understand the amounts

A pricing card shows Subtotal, applicable Discount and Tax, and Total for its billing period. A card is omitted when its total is missing or zero. An absent card does not establish that a provider charged nothing. Keep recurring and one-time amounts separate. Do not add a monthly and annual figure together as if both were additional charges without checking the quote’s actual terms. Use the provider document to confirm currency, billing periods, scope, and the payable amount. Selected on an optional line is imported state. It is not a checkbox you can change in this view. If Line items are not available for this quote appears, the imported record lacks those details; open the provider quote or ask your MSP.

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Available documents

Use Open quote when present to reach the current provider document:
  • Quoter: open the Quoter proposal and use the document options it offers.
  • QuoteWerks: open its customer-facing quote link, which can lead to QuoteValet when configured.
  • Salesbuildr: open the provider quote or use the additional Download PDF action when a PDF is available.
See download quote documents for each provider’s steps and missing-link recovery. The PDF control does not prove Salesbuildr has generated a document yet, and its absence on Quoter or QuoteWerks does not mean those providers are unsupported.

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Frequently asked questions

This page displays the synchronized values. Use the provider’s supported process or ask your MSP for a revised quote.
The portal hides cards with a missing or zero total. Check the provider quote before interpreting the missing card as a financial result.
No. The imported data may not include line items. Check the source quote or its PDF.
No. It displays the state imported from the provider. Reading this page does not change that state or accept the quote.
Check the displayed revision and compare it with the provider’s current document. The portal is a synchronized view and may lag a recent provider change.