My Quotes



To view your quote activity, click on the “My Quotes” link when you log in and go to “My Account”.

Current Quotes

  • Click here to view and edit your quotes.
  • To change quote information or submit new quotes, click on “Change Quote” or “Submit Additional Quotes”.
  • Your quotes will be shown for the entire quoting period and an additional 30 days. After that, unsuccessful quotes are automatically moved to the “Jobs Lost” page.

Quote Requests

  • When a customer has found previous quotes you submitted in our job archive. (Quote Search) s/he can request a similar quote from you.
  • You will receive an email explaining that a customer wants you to submit a quote on her/his job. Look at the job and submit your quote.

Jobs Won

  • As soon as a customer has accepted your quote. the job is saved under “Jobs Won”.
  • Here you can view current quotes, as well as earlier quotes which were awarded, in detail.
  • Click on the job you wish to view in either the “Status” or “Title” columns.
  • To see the customers contact info for a recently awarded job, simply click on it.

Jobs Lost

  • For your records and to help you improve your quoting, we document and save the jobs where you were unlucky.
  • To view these jobs, click on the small orange link labelled “show”.

Observed Jobs

  • You can view all the jobs on your observed list here,
  • Under “Time Remaining” you can see how much longer a quote will run for.
  • If you don’t want to observe a particular quote any longer, put a tick in the box in front of the quote and then click “Delete”.


FAQ


I want to change an active quote in “My Account” but can’t find the button! Show

What is that number beside the job and in the “Status” column? Show

What are “Quote Requests”? Show

Why can’t I see all my observed quotes, quotes not awarded and awarded jobs? Show

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