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MSPortal supports QuoteWerks, Quoter, and Salesbuildr quotes. For QuoteWerks, quote visibility, company assignment, and a usable QuoteValet document link are separate checks. Audience: Company users with quote access and MSP staff. Company users can check their visible quotes and available provider links; their MSP manages integration settings, customer mappings, and user permissions.

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Check as a Company user

  1. Open Quotes. Check the selected company scope and any available Mine, Site, or Company view.
  2. Review active filters and search by a known quote number or name. Check other result pages when appropriate.
  3. If you find the quote, verify its company and current details before opening a document.
  4. Use its linked Number or … > Open in QuoteWerks when available. An internal detail page labels the provider action Open quote.
  5. If the quote or link is missing, send your MSP the quote number, expected company, and the visible error or missing action. Do not send integration credentials or guess a QuoteValet URL.
Your portal permissions do not automatically grant access to the external provider page. If a colleague can see a quote that you cannot, ask the MSP to review your access; Company administrators do not manage user permissions themselves.

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Open a QuoteValet document

Open in QuoteWerks can open a QuoteValet customer-facing proposal. The provider label stays QuoteWerks. Check the quote number, company, revision, and terms on the linked page. Use document or download options offered there, or ask your MSP for a copy. The built-in MSPortal Download PDF action is specific to Salesbuildr; QuoteWerks is still supported through its available provider link. CSV export contains the currently loaded table page and visible columns. It does not replace the proposal or accept a quote.

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MSP checks for a missing or incorrect quote

The QuoteWerks Map step explicitly links source customers to portal companies. It is different from Quoter’s company-association workflow. A quote can exist in the MSP view without an assigned Company, so absence of a customer mapping does not mean the record was never imported. Open the saved QuoteWerks connection’s Connect step. Check whether QuoteValet is configured. If needed, paste a valid customer-facing QuoteValet link for the intended account and select Save settings. Leaving that input blank preserves an existing configuration. The account setting alone is insufficient: the quote also needs its QuoteValet document association, or an imported customer-facing quote link. Confirm the document exists in the provider and is associated with the correct quote. Saving configuration does not publish a new QuoteValet proposal. Do not construct or guess customer links. If an existing link points to the wrong document or account, stop using that link and ask the MSP or MSPortal support to investigate the quote and connection. Use the provider’s verified document in the meantime.

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Information to include when asking for help

Provide the provider name QuoteWerks, quote number, expected company, whether the quote is missing or only its document link, your selected view/filters, and the visible error. MSP staff should also check the customer’s saved mapping and the time/result of the relevant sync. Share private documents only through your normal approved support channel.

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Frequently asked questions

Yes. All three are supported. QuoteWerks uses its customer mappings and available provider or QuoteValet links; its document workflow differs from the Salesbuildr Download PDF action.
The quote may not be assigned to your company, or your role, view, scope, filters, or allowed statuses may exclude it. Ask your MSP to check the saved customer mapping and Company quote access.
No. Ask your MSP to open QuoteWerks setup > Map and save the correct portal company. Company administrators do not manage integration mappings or user permissions.
QuoteValet can deliver the customer-facing QuoteWerks proposal. MSPortal retains the source label QuoteWerks while opening the available customer document link.
The quote may lack an imported customer link or the QuoteValet configuration and document association needed to build one. Ask your MSP to check both the connection and the specific quote.
No. Configuration supplies account information for links. The quote needs a QuoteValet document association or an imported customer link; saving settings does not publish a proposal.
The built-in MSPortal Download PDF action is specific to Salesbuildr. Open the available QuoteWerks or QuoteValet link and use its document options, or ask your MSP for a copy.
Yes. The Quotes table export contains the loaded page and visible columns. It is table data, not the full proposal, all result pages, or an acceptance document.
No. It confirms that a background request started. Wait for its actual result and verify the quote, company, line items, and document link.
No. A QuoteWerks record can be imported without a portal company assignment. The MSP should check its customer mapping separately from the import.
No. QuoteWerks has an explicit Map step for customer-company links. The current Quoter wizard has Connect and Complete without that manual mapping step.
No. Opening a link or exporting table data does not accept a quote. Review the provider document and follow the acceptance process offered there.
A manual sync does not guarantee all historical records. Ask your MSP or MSPortal support to check the import window and the specific provider quote.