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Quick Order Pad

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Tutorial: Quotes


If you have any open quotes, you can review and convert to orders in the Quotes Screen


How it Works:

  1. Click the Customer Portal link at the top of the website
  2. Click the Quotes tab
  3. Use the search bar and dropdowns to filter your results or reorder the table by clicking on column headers.
  4. To print or export the table to a CSV, use the links in the top-right corner.
  5. Click on any quote number to drill into the quote details:
  6. To convert the quote to an order, click the "Add Quote to Cart" link in the top-right corner, then proceed to checkout.

► Return to the support page for more tutorials.