Managing quotations in the Agency Portal

From the Quotations page in the agency portal, you can:

  • accept or decline quotes
  • email or download quotes
  • request a reissue of an expired quote


How to:

Access quotations

From the Action Required menu, choose Quotes.

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Pro tip:

Quotations awaiting approval by default will be displayed first in the list. You can also filter the quotes by using the Quotation Status drop-down header.

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Accept or Reject a quotation
  1. From the Quotations page, click Respond to open the quotation in a new window.

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  2. Once the quote is open, scroll down to locate the quoted items and click Accept or Decline accordingly.

  3. Once you have accepted or declined the line items, scroll down to the bottom of the quote, and click Confirm.
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  4. You will be presented with a summary of the quote and your selections. Click Confirm once you have checked everything is correct. Once confirmed our team will be notified of your response.
Download a quotation

From the Quotations page, click the blue Quote button on the table's right side.

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Email a quotation

From the Quotations page, click the Mail button (envelope). The service report will also be sent with the quotation.

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Request a reissue of an expired quotation

From the Quotations page, click the Reissue button on an expired quote. This will send a request to our team to reissue a new quote. Due to the time gap between quotes, line items and pricing may change.

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