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.

  1. The buyer logs in to their account on the storefront.

  2. Clicks My Quotes in the left navigation.

  3. 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).

  4. To see all the quotes of all company users, clicks Show All Quotes.

View a quote

  1. The buyer logs in to their account.

  2. In the left panel, chooses My Quotes.

  3. Finds the quote in the list and clicks View in the Action column.

Copy a quote

  1. The buyer logs in to their company account on the storefront.

  2. In the left panel, chooses My Quotes.

  3. Find and access the desired quote in the list and click Create Copy from the original quote.

Create Template

  1. The buyer logs in to their account.

  2. In the left panel, chooses My Quote Templates.

  3. Finds the quote in the My Quotes list and clicks Create Quote Template in the Action column.