Skip to main content
A Quoter connection, a quote’s company association, your portal permissions, and its external document link are separate checks. Use this guide when a quote is missing, belongs to the wrong company, has incomplete line items, or lacks Open in Quoter. Audience: Company users who need to find a quote and MSP staff who investigate the connection and access rules. Company administrators ask their MSP to change integrations or user permissions.

​
Company users: check what you can see

  1. Open Quotes and confirm the company you are viewing.
  2. Clear any search or table filters that could hide the quote. Check its number with your MSP if necessary.
  3. Remember that your assigned role may show only your quotes, your site’s quotes, or selected quote statuses.
  4. If the quote appears, use its linked Number or … > Open in Quoter when available.
  5. If it is still missing, give your MSP the quote number, expected company, approximate date, and whether the problem is a missing record or an unavailable document link.
Do not send API credentials when asking for help. Your MSP checks the connection and permissions. A quote missing from your list does not establish that it was deleted or rejected in Quoter.

​
MSP staff: check the import and company

1

Check the source quote

Confirm that the intended Quoter account contains the quote and the expected revision, company or billing organization, and line items. Record the quote number for comparison.
2

Check the connection

Open the existing Quoter connection in Settings > Integrations. Confirm that it is available for synchronization and that the saved URL name belongs to the intended account. Use Connect and manage Quoter for connection controls.
3

Check the company association

Quoter imports can associate a quote through a linked opportunity that has already synchronized into MSPortal with a company. If that does not resolve the company, the import falls back to the quote’s billing organization name matching an existing MSPortal company name.Compare the actual company on the portal quote. There is no manual Map Companies or Quick Match step in this Quoter wizard.
4

Correct the source or escalate an ambiguous match

If the source quote has an incorrect organization or linked opportunity, correct that in the appropriate source system. For name matching, use the intended existing MSPortal company’s name. Matching ignores capitalization and surrounding spaces; it is not a fuzzy search for similar businesses.If company names are duplicated, an opportunity link resolves unexpectedly, or the portal quote belongs to the wrong company, ask support to investigate the exact record before widening Company access.
5

Request a sync and verify the result

In Quoter setup, open Complete and select Sync Quotes. Check the quote after the background run finishes.A normal sync can process only changed quotes. Changing a portal company name or opportunity mapping alone may not revisit an older unchanged Quoter quote. If the association remains stale, ask support to investigate the import history; repeated clicks do not guarantee a complete reimport.

​
Check Company access separately

Once the quote has the correct company, review the affected user’s assigned role and Quotes access. Mine, Site, and Company visibility and allowed quote statuses can produce different lists for different people. A staff member seeing the quote is not proof that a Company user should see it. Use Control Company quote access for the MSP workflow. A Company administrator does not manage portal users or these permissions. A portal quote can exist without an external link. The Quoter link needs the connection’s saved Quoter URL Name and the quote’s synchronized identifier. For MSP staff:
  1. Open the existing Quoter connection’s Connect step.
  2. Verify Quoter URL Name. Enter the subdomain only, then select Save URL Name if it needs changing.
  3. Check the quote again. If no link is available, ask support to inspect that quote’s imported identifier.
  4. If the link opens Quoter but access is denied or no document is available, check the provider’s access and document availability separately.
Do not construct or guess a customer document link. MSPortal login does not automatically grant access to an external Quoter page. Company users can ask their MSP for a copy of the proposal. The built-in Download PDF action is specific to Salesbuildr. Quoter and QuoteWerks remain supported through their available provider links. See Download quote documents and export the list.

​
Check incomplete or stale quote data

​
Frequently asked questions

The quote may fall outside your company scope, assigned quote visibility, or allowed statuses. Your MSP manages those rules. Staff visibility is not proof of Company access.
You can check your company selection, search, and table filters. Ask your MSP to change user permissions, integration settings, or company associations.
Provide the quote number, expected company, approximate date, and whether the record or only its document link is missing. Do not include API credentials.
The import first tries available linked opportunity identifiers against already synchronized opportunities with a company. It then falls back to matching the billing organization name to an existing MSPortal company name. Verify the result on the actual quote.
No. The current wizard has Connect and Complete, with no manual Quick Match or Map Companies step. Quote association is resolved during synchronization.
Do not assume that. Name fallback is based on matching the normalized billing organization and existing company name, ignoring capitalization and surrounding spaces. It is not fuzzy matching; duplicated or ambiguous names need investigation.
No. The corresponding opportunity must be available in MSPortal with the correct company. Verify the actual association and escalate ambiguous or incorrect matches.
No. Existing associations are not immediately rewritten by that change. A normal incremental quote sync may skip an unchanged older quote, so persistent cases need an import investigation.
No. Allow the requested background run to finish, then check the result and investigate the reason it is missing. Repeated requests do not guarantee a full historical reimport.
Its link may lack a saved Quoter URL Name or the synchronized quote identifier. The MSP checks these. A missing link does not prove the quote itself is absent from Quoter.
No. The URL name determines the account address for external quote links. Company association, user roles, and status visibility are separate checks.
That built-in action is for Salesbuildr. Open the available Quoter provider link and use its document options, or ask your MSP for a copy. Quoter is still supported.
No. Compare the line items and totals with the source. A quote can be present while its line-item import is incomplete or has failed.
No. It contains the loaded page of table data and visible columns. Use the provider’s proposal for its full line items, terms, and acceptance process.
Start by checking filters, permissions, company association, the URL name, and sync results. Confirmed integration deletion removes synchronized Quoter data from MSPortal and should not be used as a routine single-quote repair.