Show quotes
With the required permissions for their role, buyers associated with a company account can see quotes requested by subordinate users. Company administrators can see all quotes for the company account.
-
The buyer logs in to their account on the storefront.
-
Clicks My Quotes in the left navigation.
-
To see all the quotes that they have created, clicks the Show My Quotes link (displayed only for the company administrator or account with subordinate users).
-
To see all the quotes of all company users, clicks Show All Quotes.
View a quote
-
The buyer logs in to their account.
-
In the left panel, chooses My Quotes.
-
Finds the quote in the list and clicks View in the Action column.
Copy a quote
-
The buyer logs in to their company account on the storefront.
-
In the left panel, chooses My Quotes.
-
Find and access the desired quote in the list and click Create Copy from the original quote.
Create Template
-
The buyer logs in to their account.
-
In the left panel, chooses My Quote Templates.
-
Finds the quote in the My Quotes list and clicks Create Quote Template in the Action column.