Customer Portal - Quotes
Quotes Page
Overview

This section will highlight how to successfully navigate to the Quotes page through the Customer Portal. The Quotes page will allow your customers to view their quotes.

How to Access the Page

Your customer can access the Quotes page by clicking on the Quotes feature from the customer portal menu:

Quotes Page Layout

The Quotes page will immediately display all the quotes for the customer:

  1. The Search function and Magnifying Glass will allow the customer to search through past quotes

  2. The Quotes Columns are structured to display specific data related to each individual quote

Search Area

The customer can use the search bar to locate a specific quote:

By entering the quote number and pressing Enter (Windows Keyboard), Return (Mac Keyboard), or clicking the Magnifying Glass, the customer will be able to locate the specified quote.

Quotes Columns

The columns found in Quotes page are structured to display specific data related to each individual quote:

These columns are organized as: "Quote Number," "Quote Date," "Due Date," "Status," "Total," "Balance," and "Actions." The columns from the Quotes page are further defined below:

Name:Description:
"Quote Number" The Quote ID number
"Quote Date" The date the quote was created
"Due Date" The due date of the quote
"Status" The status of the quote
"Total" The total charged to the customer
"Balance" The balance remaining on the quote
"Actions" Allows the customer to access the View Quote pop-up window
Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!