How To Create And Manage Quotes On The Customer Portal

How To Create And Manage Quotes On The Customer Portal #

  1. Log in to the Customer Portal. If you are unsure on how to log in to the Customer Portal, please see this article.

hovering over the billing menu then selecting my quotes on the client portal Conor Bradley Digital Agency

  1. On the menu bar, click Billing and then click My Quotes
  2. The My Quotes page will appear

The my quotes dashobard on conor bradley digital agency

  1. If you have a quote you can view it here, however, if you’re wanting to create a quote select “Open New Ticket” and select sales department.

 

 

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