Quotes List

This page displays all quotes for accounts that you have access to. You can see quotes that users from your organisation or any sub-partners have created.

More Options

Click on the arrow next to the View button for more options.

Download PDF

Download the PDF version of the quote.

Clone / Re-Quotes

Use the details of this quote to create a new quote. All quote options and line items will be pre-populated onto the new quote.

This feature is useful for creating similar quotes with differing subscription terms or quantities for example.

Delete

Deletes the quote. You cannot delete a quote that has been used to create an order.

Sorting

You can sort by any column by clicking on the column header. Click on the column header again to change the sort direction.

Filtering

See Grid Filtering to learn how to filter quotes.