View quote details

To view detailed information about a request for quote:

1. In the navigation menu, select Quotes. A list of all requests associated with your account is displayed (see View the list of quotes).

2. Click the ID or name of the relevant request. The request details page is displayed the request name and the following elements:

• • Status — the current status of the request for quote:
    
  • If a proposal sent in response to the request was accepted:

    • Approved at — the date the proposal was accepted.

    • Approved by — the name of the account user who accepted it.

  • If a proposal was declined:

    • Declined at — the date the proposal was declined.

    • Declined by — the name of the account user who declined it. If the proposal was declined by the reseller, no name is shown.

  • Created at — the date when the request was created (see Create a quote).

  • Created by — the name of the account user who created the request. If the request was created by the reseller, no name is shown.

  • Product list — a link to the attached file (if available) and a table of products selected from the catalog (see Catalog):

    • ID — the product ID.

    • Product — the product name.

    • Quantity — the requested quantity.

  • Comment — the text of the request (if provided).

  • If the reseller’s manager sent a proposal in response to the request:

    • Proposal — a link to the proposal file.

    • Valid until — the date until which you can accept the proposal.

    • Manager — the name of the manager who sent the proposal.

    • Manager email — the email of the manager who sent the proposal.
    • Comment — additional information about the proposal provided by the manager.

  • Action buttons — shown depending on the request status. For details, see Accept or decline a proposal and Cancel a quote.