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Use Quotes in the sidebar to find the Quoter, QuoteWerks, and Salesbuildr quotes your MSP shares with you. This page is for company users and MSP staff with quote access.

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Before you start

  • You need Quotes read access (the Quotes resource with Read access in the role editor).
  • Your MSP must have a quoting provider connected, and your company must be mapped.
  • Your role can limit which quotes you see. See Control company quote access.
  • Quotes show after the sync. Syncs run every four hours.

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Find a quote

1

Open Quotes

Click Quotes in the sidebar.
2

Pick the company

Use the company selector in the top bar. Changing the company resets the filters and the page. Company users see only their own company.
3

Filter the list

Type in the filter boxes under the Number, Name, or Contact headings. Open the Stage filter to pick a stage. Open the Created filter to pick a range such as This Month or Last Quarter. The filters work together.
4

Show more columns

Click Columns, turn on Owner or Monthly, and click Save Changes. One-Time shows only when some quote has a one-time amount.
5

Check the quote

Confirm the Number, Name, Company, Stage, and Contact. The contact is the quote’s billing contact. The owner is a different person.
The list shows the newest quotes first, 20 per page. Use the page controls under the table to see more. You can sort by Number, Name, Company, Stage, Monthly, One-Time, or Created. A stage is the status synced from the provider.

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Open the quote details

1

Find the quote

Use the steps above.
2

Open the details

Click the Number, or click anywhere else on the row. The quote detail page opens in MSPortal. See Read a quote’s details.
The … menu and the Name cell do not open the detail page. The Name is plain text.

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Open the provider page

1

Find the quote

Use the steps above.
2

Open it

Click the … menu on the row and choose Open in Quoter, Open in QuoteWerks, or Open in Salesbuildr. The page opens in a new tab. On the detail page, the provider link is Open quote.Quote row menu showing Open in QuoteWerks and Add to Meeting
3

Review the quote

Read the terms on the provider page. Any acceptance, signature, or payment step happens there.
If the menu has no Open in action, the quote has no synced provider link. Ask your MSP for the link. The Number and the row still open the detail page. For documents and PDFs, see Download quote documents.

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Add a quote to a meeting

1

Open the row menu

Click the … menu on the quote row and choose Add to Meeting.
2

Pick the meeting

In the Add to Meeting Agenda dialog, open Select Meeting and pick the meeting. Check its company and date.
3

Click Add to Agenda

Click Add to Agenda. A message reads Added to meeting agenda.
This adds the quote to the agenda. It does not create a meeting and does not approve the quote. If the dialog says no upcoming meetings were found, create a meeting first.

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Troubleshooting

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Frequently asked questions

No. Click the Number or the row. The Name is plain text. Use Open in on the … menu for the provider page. See Read a quote’s details for the detail page.
Mine only matches the quote’s billing contact to your full name. It does not match the quote owner.
No. Your company access still applies.
On the provider page. MSPortal has no approve action.
Yes. Export CSV covers every quote that matches your filters, not only the page you are viewing. See Download quote documents.