Why can't I see other staff members' quotes?
Your Quotes list can start with Salesperson set to your own sales.
Clear the selection to All, then check the location and other filters. If the quote is still missing, your role may restrict you to certain records or locations.
Clearing filters does not expand your access.
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People also ask
From other topicsWhere do I change the message after a customer requests a quote?
Edit Thank-you message under SettingsBrandingRequest sent page. Enter up to 300 characters, preview the wording and save. The message appears after the customer submits a quote request.
The portal's separate Footer message allows up to 500 characters and appears at the account-page bottom.
Does lead time print on the quote or the purchase order?
No. OrderPilot's calculated lead times do not appear on quote PDFs or purchase orders.
The full order calculation is shown in the app, and is also absent from POS, emails and the customer portal. A template's slowest option lead time can appear online when Show lead time is on.
Open its own pageFull guide: Set up lead times for vendors and options
Why doesn't my order field show on the online quote request?
Online quote requests show only active order fields whose Location visibility is All locations. Open the field at SettingsQuotes & ordersOrder fields and check its visibility. If the field is archived, restore it before expecting customers to see it.
Open its own pageFull guide: Create order fields and save fees
Do catalog price changes update quotes I already saved?
No. Saved quotes and drafts keep their recorded option prices and labels when the catalog changes.
Placed orders keep their sold details too. Re-picking an option value on a saved quote uses today's price, so make that change only when you intend to revise the offer.