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View and respond to a quote in the customer portal

Review the details, approve or decline a quote, or request changes.

Complete the task

  1. Open Quotes and choose the quote, or use the link you received.

  2. Review the details and any options. Use Download PDF if you need a copy.

  3. To accept, select Approve Quote. Complete any requested details, read the terms, and provide the requested signature before confirming. Follow any additional card setup shown for that quote.

  4. To ask for changes, select Request Change, describe what you need changed, then select Send Request.

  5. To decline, select Decline, choose a reason, and read the confirmation before selecting Decline Quote.

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Troubleshooting

If response buttons are missing, the quote may already have been answered or expired. Contact your provider about corrections or a new quote. If saving fails, check the displayed status before trying again.

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