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Use the quote approval link when the seller emails you a quote and you are ready to go ahead. The page shows the quote and lets you approve it in one step. Approving turns the quote into a sales order. You do not need a portal login. Where: Customer Portal > Email links > Accept a quote

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Before You Start

  • The link covers one quote only.
  • Only an open quote can be approved. An expired quote, or one that was already approved, cannot be approved again.
  • Approving is binding in the same way as placing the order. If you want changes, contact the seller first.

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Approve The Quote

  1. Open the approval link from the quote email. The page shows the seller’s name and branding.
  2. Review the header: Quote with the quote number and date.
  3. Review the figures: Subtotal, Discount, Shipping, Tax, and Total.
  4. Review Ship To and Items, including each item’s part number or SKU, quantity, and price.
  5. Under Ready to approve?, read “Approving this quote will convert it into a sales order and notify the seller.”
  6. Optionally enter Your name (optional) and Email (optional) so the seller knows who approved it.
  7. Select Approve This Quote.
Public quote approval page with quote number, totals, ship-to address, items, optional customer name and email fields, and Approve This Quote button

Quote approval is a customer-facing conversion action. Once accepted, the quote becomes a sales order.

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When The Approval Succeeds

The page shows Quote Approved with “Thank you. Your quote” and its number “has been converted into Sales Order” and the new sales order number.
  • The quote becomes a sales order. The seller’s system creates the sales order from the quote through the same conversion staff use, so the quoted items, quantities, and prices carry over to the order.
  • The quote is marked approved, and the link now shows it as approved rather than offering the button again.
  • The approval is recorded in the seller’s activity history with the name and email you entered.
  • The seller continues from the sales order: fulfillment, invoicing, and payment follow their normal process.

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Quote States

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Messages You Might See

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Common Scenarios

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You want changes before approving

Do not approve. Reply to the quote email or contact the seller, as the page suggests: “Need to make changes? Reply to the email or contact the seller below.”

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Two people at your company approve the same quote

Only the first approval converts the quote. The second person sees that it was already approved.

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You want to see all your quotes

Sign in to the customer portal and open Quotes.

Portal Quotes and Quote Approval

Customer Portal > Quotes: every quote on your account.

View an Order From an Email Link

Customer Portal > Email links > View order: review the order your approval created.

Portal Orders

Customer Portal > Orders: find the new sales order.

Public Order, Payment, and Quote Links

An overview of every link the seller can email you.