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Business Portal › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

View quotes from the Business Portal

View quotes generated for your account directly from the Business Portal. The list includes quotes generated from requests for quotes (RFQs) submitted by you and quotes created offline by a sales agent via the CSM Configurable Workspace.

Before you begin

Role required: sn_customerservice.customer

Procedure

  1. Log in to the Business Portal.

  2. Navigate to Requests > View submitted requests > View quotes.

    The following table provides the details displayed on the list view.

    ColumnDescription
    NumberUnique, system-generated quote ID starting with the prefix QT.
    Short descriptionBrief description about your quote request.
    ContactPrimary contact person for the account.
    Quote dateDate on which the quote was created.
    Expiration dateDate on which the validity of the quote ends.
    Term (months)Duration of the contract or subscription expressed in months.
    StateStatus of the quote. For more information, see Request for quote (RFQ) states.
    Contract start dateDate when the contract becomes effective.
    Contract end dateDate when the contract ends.
    Total one-time priceAggregate of all one-time charges across quote lines.
    Total monthly priceSum of all monthly recurring charges for the quote.
    Total annual priceSum of all annual recurring charges for the quote.
    Total amountOverall deal value, including all one-time and recurring charges.

  3. Select a quote record number to view its details.

Related topics

Configuring the Business Portal

Customer self-service for Sales Customer Relationship Management