View quotes from the Business Portal

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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.
      Table 1. Quotes list view on the Business Portal
      Column Description
      Number Unique, system-generated quote ID starting with the prefix QT.
      Short description Brief description about your quote request.
      Contact Primary contact person for the account.
      Quote date Date on which the quote was created.
      Expiration date Date on which the validity of the quote ends.
      Term (months) Duration of the contract or subscription expressed in months.
      State Status of the quote. For more information, see Request for quote (RFQ) states.
      Contract start date Date when the contract becomes effective.
      Contract end date Date when the contract ends.
      Total one-time price Aggregate of all one-time charges across quote lines.
      Total monthly price Sum of all monthly recurring charges for the quote.
      Total annual price Sum of all annual recurring charges for the quote.
      Total amount Overall deal value, including all one-time and recurring charges.
    3. Select a quote record number to view its details.