Manage Quotes in the Portal

Customers can view, approve, deny, and ask questions about quotes directly in the customer portal - no need to call your office.

Customers can view all open and previously approved or denied quotes in the customer portal by navigating to the Quotes page.
​
💡 Quotes only appear in the customer portal after they have been emailed to the customer at least once.
​

To approve or deny a quote, customers open it and click either "Approve" or "Deny," then enter any comments and confirm their selection.
​

To ask a question about a quote, customers will open the quote and click "Ask a Question," then enter their question and click "Submit." The question will be sent to the "Reply To" email address configured in your Email Settings.