Quotes: Your customer's side

Once you send a quote, the customer answers it from the emailed link or from the customer portal, and some buyers ask you for a quote first. This section shows you what the customer sees, how requests for quote arrive, and how to follow up while you wait for an answer.

To…	Go to…
preview the page your customer opens from the quote email, and what each answer does	See how your customer answers a quote
understand what portal buyers can see and do with their quotes	Quotes in the customer portal
find, price and answer the requests for quote that buyers send you	Answer requests for quote
see who opened a quote, talk with the customer and chase quotes before they expire	Follow up on sent quotes