Quotes (portal)
Open Portal → Quotes in Thermal →
What it's for
Quotes in the customer portal is where a customer reviews and approves what you have proposed. A quote a customer can approve at eleven at night is a quote that does not wait for office hours.
Your customers reach it from the portal, at /portal/quotes.
Tabs
The screen has no tabs. It is one list; opening a quote shows its detail.
Panels and controls
- Columns: Quote, Site, Sent, Total, and Status. Status tells the customer what is expected of them without them having to work it out.
- Opening a quote shows the line items — Description, Qty, Unit price, and Total — so they can see what they are paying for rather than a single number.
- Approve accepts the quote. That records the acceptance against the proposal in your office, where it can be converted into a work order, an agreement, a project, or an invoice.
- No quotes yet is the empty state.
An approval here is the same event as an acceptance recorded in the office, so there is no double-handling and no ambiguity about whether the customer actually said yes.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Approve | A single action per quote | Yes, to accept | Records acceptance against the proposal in the office app |
Where a proposal offers several options, approving selects the option the customer picked.
How to configure it
- Customer portal settings decide whether the quotes section appears and whether customers may approve from it.
- Proposals settings decide the validity period, the terms shown, and how options are presented.
- Branding settings decide how a quote looks to the customer.
Who can see it
This screen is part of the customer portal. Your customers reach it with a portal login, and each one sees only their own quotes.
It is not part of the office app. Your staff work from Proposals instead.