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Use the quote detail page to see the pricing and line items MSPortal imported from Quoter, QuoteWerks, or Salesbuildr. This page is for company users and MSP staff. Open it from the Quotes list by clicking a quote’s Number or its row.

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Before you start

  • You need Quotes read access (the Quotes resource with Read access in the role editor).
  • A direct link does not bypass your access. Your company, role visibility, and allowed statuses still apply.
  • The page is read only. You cannot change prices, quantities, optional items, or the stage.

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Read a quote

1

Open the quote

Click Quotes in the sidebar, then click the quote’s Number or its row. The page title is Quote Details. Use the back arrow to return to Quotes.
2

Check the header

Read the quote name, the stage badge, and the number, with Rev and the revision when there is one. A Flagged or Draft badge can also show. Check the company, owner, and created date. The last date reads Won for a won quote or Expires for the rest. Tags and Internal Notes show when the quote has them.
3

Read the Pricing Breakdown

Each card shows Subtotal, Discount, Tax, and Total for one billing period. The periods are Monthly, Annual, One-Time, Upfront, Quarterly, and Semi-Annual. A card is hidden when its total is missing or zero.
4

Read the Line Items

The table shows Name, SKU, Qty, Unit Price, Total, Billing, and Optional. A line marked Selected is an optional line the provider records as chosen.
5

Open the provider quote

Click Open quote to see the current quote and its terms on the provider’s page. Salesbuildr quotes also have Download PDF.

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Read the amounts

  • Keep recurring and one-time amounts apart. Do not add a monthly and an annual total together without checking the quote terms.
  • A missing card does not mean the quote costs nothing. Check the provider quote.
  • Selected shows a state imported from the provider. You cannot change it here.
  • Use the provider’s document to confirm the currency, billing periods, and payable amount.

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Get a document

See Download quote documents for each provider.

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Troubleshooting

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Frequently asked questions

No. Use the provider’s process, or ask your MSP for a revised quote.
No. The sync may not have imported the line items. Check the provider quote.
No. It shows the state the provider sent. Reading this page changes nothing.
Compare the revision with the provider’s document. MSPortal can be a few hours behind a provider change.