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MSPortal supports Salesbuildr, QuoteWerks, and Quoter. Salesbuildr quotes offer the built-in Download PDF action. MSP staff also see Open in Salesbuildr. Company users see either View quote or Open in Salesbuildr, depending on what the MSP chose under How clients open quotes on the Salesbuildr integration. A visible quote does not guarantee that a provider PDF has been generated. Audience: Company users with quote access and MSP staff. Company users check their available quotes and documents; MSP staff repair integrations, company mappings, and user permissions.

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Check as a company user

1

Open Quotes and check the company

Click Quotes in the sidebar and check the company selector in the top bar.
2

Clear the filters

Click Clear Filters, then search for the quote number. Check the other pages.
3

Check the quote

Check the company, revision, stage, and totals.
4

Open it

Click the Number to read the quote in MSPortal. If your MSP shows the Salesbuildr link, choose … > Open in Salesbuildr to go to the provider. On the detail page the provider link is labeled Open quote.
5

View or download the PDF

Choose View quote to read the PDF in a new tab, when it is offered, or Download PDF to save it. Both are in the row’s … menu and on the detail page. Wait while it reads Preparing PDF….
6

Ask your MSP

If the quote or document is missing, send your MSP the quote number, the expected company, and the message you see. Do not send API credentials.
View quote opens the PDF in a new tab. If your browser blocks the new tab, the PDF downloads instead. Download PDF downloads the file, or opens it from a Salesbuildr link in a new tab. If your browser blocks that tab, it opens in the current tab. MSPortal sign-in does not give you access to the Salesbuildr page itself. Your role can also limit you to Mine only, My site, or certain statuses.

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Understand PDF messages

For a full procedure, see Download quote documents. The table’s CSV export is a different operation: it includes every quote that matches your filters, in the visible columns, but not the complete proposal. Neither opening a quote nor exporting it accepts the quote.

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MSP checks for missing quotes

1

Check the connection

Open the Salesbuildr connection in Settings > Integrations. Check its status and any error. If needed, save a working API key.
2

Check the company mapping

In Map, check that the Salesbuildr company is linked to the right company and shows Saved. Only mapped companies import quotes.
3

Start a quote sync

Start the quote sync and check the result after the background job finishes.
4

Check role access

Check the company role’s Quotes access, Visibility, and Statuses. See Control company quote access.
5

Compare with Salesbuildr

Compare the quote and its line items with Salesbuildr if values or freshness look wrong.
Unlinking a Salesbuildr company removes its imported quotes and line items from MSPortal. Relinking requires a quote sync to bring those removed records back. Ask about recent mapping changes when quotes disappear together. A successful connection test, company count, completed wizard step, or sync-started message does not prove every quote imported. An empty or failed listing can leave older records visible; verify the current provider document when a deletion or revision matters. For an incorrect Open in Salesbuildr destination, check the saved connection’s Account URL and the specific quote. Use the correct .salesbuildr.com API account address; do not guess a customer document link. Ask support if the saved connection unexpectedly loads as a blank new-connection form. For missing budget products, verify product synchronization separately from company and quote synchronization. Then use Budgets > Budgets Menu > Products > Import from Integrations. Linking a source product does not update an existing catalog product’s price or recurrence. See Import and link budget products.

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Ask for help with useful details

Include Salesbuildr, the quote number, expected company, whether the issue affects the row, line items, provider link, or PDF, and the exact visible error. MSP staff should check saved mapping, integration status, and the last relevant sync result. Use the normal approved support channel for private documents.

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Frequently asked questions

Yes. Salesbuildr quotes can use the built-in Download PDF action when the provider has a PDF available. A visible quote alone does not guarantee a generated document.
The provider may not have generated a PDF, including for a draft quote. Ask your MSP to check the Salesbuildr document and provide a copy if needed.
Your role, allowed statuses, selected view, site or company scope may exclude it. Ask the MSP to review those settings and the saved Salesbuildr company mapping.
The MSP manages Company user permissions. Ask the MSP to review Quotes access, allowed statuses, company and site association, and the available view.
The company mapping may have been unlinked, which removes its imported quotes and line items. Ask the MSP to verify the mapping and request a new quote sync after relinking.
No. Save the correct mapping and run quote synchronization to import the removed records again. Then verify the company and quote results.
No. The PDF message refers to the MSP-managed Salesbuildr integration credential. Ask the MSP to check that connection; changing your portal password does not repair it.
Wait and retry later, or ask your MSP for a copy if needed. Avoid repeated immediate PDF requests.
No. Wait for the returned document or result message. Preparing PDF is an in-progress state.
CSV contains every matching quote row in the visible columns. It does not include the complete provider proposal or an acceptance document.
No. Opening a provider page, downloading a PDF, or exporting CSV does not accept the quote. Review the provider document and its acceptance process.
All three providers are supported, but the built-in Download PDF action is specific to Salesbuildr. Quoter and QuoteWerks use their available provider document links and the options on those pages.
No. Product synchronization and budget catalog import or linking are separate steps. Ask the MSP to verify product sync and use Import from Integrations.