Quotations

Quotations in the customer portal allow you to view, review, and accept quotes from your supplier before converting them to orders.

Overview

Quotations enable you to:

• View received quotes
• Review pricing and terms
• Accept or reject quotes
• Request revisions
• Convert to orders
• Track quote history

Accessing Quotations

Navigate to Quotations from the portal main menu.

Quotation List

Viewing Quotations

Quotations

Filter: [All Quotes ▼] [Status ▼] [Search]

┌────────────────────────────────────────────────────────────────┐
│ Quote       │ Date      │ Valid Until │ Total     │ Status     │
├────────────────────────────────────────────────────────────────┤
│ QT-2026-045 │ Jan 20    │ Feb 19      │ $12,456.78│ Pending    │
│ QT-2026-042 │ Jan 15    │ Feb 14      │ $8,901.23 │ Pending    │
│ QT-2026-038 │ Jan 10    │ Feb 9       │ $5,678.90 │ Accepted   │
│ QT-2026-035 │ Jan 5     │ Expired     │ $3,456.78 │ Expired    │
│ QT-2026-030 │ Dec 28    │ -           │ $7,890.12 │ Converted  │
└────────────────────────────────────────────────────────────────┘

Showing 1-5 of 23 quotations

Quote Status

Status	Description
Draft	Quote being prepared
Pending	Awaiting your response
Accepted	You accepted the quote
Rejected	You declined the quote
Expired	Past validity date
Converted	Converted to order
Revised	Updated version available

Quotation Details

Reviewing a Quote

Quotation: QT-2026-045

Quote Information:
├─ Quote Number: QT-2026-045
├─ Quote Date: January 20, 2026
├─ Valid Until: February 19, 2026
├─ Sales Rep: Sarah Johnson
└─ Status: Pending Response

Terms:
├─ Payment: Net 30
├─ Delivery: FOB Destination
├─ Shipping: Freight included
└─ Warranty: Standard terms

Line Items:
┌────────────────────────────────────────────────────────────┐
│ Product          │ Description      │ Qty │ Price  │ Total │
├────────────────────────────────────────────────────────────┤
│ Custom Widget    │ Per specifications│ 100 │ $89.99 │$8,999 │
│ Installation Kit │ Required kit     │ 100 │ $15.99 │$1,599 │
│ Training         │ On-site training │ 1   │ $1,500 │$1,500 │
├────────────────────────────────────────────────────────────┤
│ Subtotal:                                       │ $12,098 │
│ Discount (3%):                                  │ -$362.94│
│ Shipping:                                       │ Included│
│ Tax:                                            │ $721.72 │
│ Total:                                          │$12,456.78│
└────────────────────────────────────────────────────────────┘

Notes from Supplier:
Special pricing valid for this order only. Lead time 2 weeks
for custom widgets.

[Accept Quote] [Request Revision] [Reject Quote]

Quote Actions

Action	Description
Accept	Accept quote and create order
Reject	Decline the quote
Request Revision	Ask for changes
Download PDF	Save quote document
Print	Print quote
Comment	Add notes/questions

Accepting Quotes

Accept Process

1. Review quote details
2. Verify terms and pricing
3. Click Accept Quote
4. Confirm acceptance
5. Quote converts to order
6. Receive confirmation

Acceptance Confirmation

Accept Quotation

You are accepting: QT-2026-045
Total: $12,456.78

By accepting this quote:
├─ A sales order will be created
├─ Quote terms will apply
├─ Delivery will be scheduled
└─ Payment terms begin

PO Number (optional): [____________]

[  ] I agree to the terms and conditions

[Cancel] [Confirm Acceptance]

Requesting Revisions

Revision Request

1. Click Request Revision
2. Select items to revise
3. Enter comments/requests
4. Submit request
5. Wait for updated quote

Revision Form

Request Quote Revision

Quote: QT-2026-045

What would you like revised?

[ ] Pricing
    Comments: [                                    ]

[ ] Quantities
    Comments: [                                    ]

[ ] Products
    Comments: [                                    ]

[ ] Terms
    Comments: [                                    ]

[ ] Other
    Comments: [                                    ]

Additional Notes:
[                                                  ]
[                                                  ]

[Cancel] [Submit Revision Request]

Quote Comparison

Comparing Versions

Quote Version Comparison

Quote: QT-2026-045

                │ Version 1 (Jan 15) │ Version 2 (Jan 20)
────────────────────────────────────────────────────────────
Custom Widget   │ $95.99/unit        │ $89.99/unit ↓
Installation    │ $18.99/unit        │ $15.99/unit ↓
Training        │ $2,000             │ $1,500 ↓
Discount        │ 0%                 │ 3% ↑
────────────────────────────────────────────────────────────
Total           │ $14,198.00         │ $12,456.78 ↓
Savings         │ -                  │ $1,741.22

Quote Notifications

Email Alerts

Event	Notification
New Quote	Quote received
Quote Updated	Revision available
Expiring Soon	Quote expiring
Expired	Quote has expired

Managing Notifications

Configure in Account → Notifications:

• Enable/disable quote alerts
• Set reminder timing
• Add recipients

Quote History

Tracking History

Quote History: QT-2026-045

Jan 20, 2:30 PM │ Version 2 Created
               │ Updated pricing per request
───────────────┼────────────────────────────
Jan 18, 10:00 AM│ Revision Requested
               │ Request: Lower pricing
───────────────┼────────────────────────────
Jan 15, 3:45 PM │ Quote Sent
               │ Original quote issued
───────────────┼────────────────────────────
Jan 14, 9:00 AM │ Quote Requested
               │ RFQ submitted by customer

Best Practices

Reviewing Quotes

• Check all line items
• Verify pricing accuracy
• Review terms carefully
• Note expiration date

Responding

• Respond before expiration
• Request revisions early
• Provide clear feedback
• Confirm PO number

Record Keeping

• Download accepted quotes
• Keep revision history
• Note special terms
• Track conversions

Troubleshooting

Common Issues

Quote expired

• Request new quote
• Contact sales rep
• Check for extensions

Cannot accept quote

• Check credit status
• Verify quote valid
• Contact support

Revision not received

• Check email spam
• Refresh quote list
• Contact sales rep

Order not created

• Verify acceptance completed
• Check orders list
• Contact support

Related Documentation

Learn about Invoices to view and manage your invoices.