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Quotes

The Quotes section is where you review, approve, or reject proposals from DTC for new equipment, services, or projects.

Viewing Your Quotes

Click Quotes in the navigation bar to see all quotes for your organization. Each quote shows:

  • Quote number
  • Title describing what the quote is for
  • Total amount
  • Status (Pending, Approved, or Rejected)
  • Date the quote was created

Click any quote to see the full details.

Reviewing a Quote

When you open a quote, you'll see a detailed breakdown including:

  • Line items showing each product or service, quantity, unit price, and line total
  • Scope of Work (when included) describing what the project involves
  • Grouping by category when items are organized into sections (for example, hardware vs. labor)
  • Tax and total amounts
  • Attachments such as PDF documents related to the quote

Take your time reviewing everything. If you have questions about a quote, reach out to your account manager before approving or rejecting it.

Approving a Quote

If you have the appropriate role (Admin, Approver, or Billing), you can approve quotes directly in the portal.

  1. Open the quote you want to approve.
  2. Click the Approve button.
  3. Sign the quote by either typing your name or drawing your signature in the signature box.
  4. Optionally add:
    • An approval note with any comments
    • An email address for the approval confirmation (defaults to your account email)
    • A PO number if your organization uses purchase orders
  5. Click Confirm Approval.

What Happens After Approval

  • If a deposit is required: You'll be taken to a payment page where you can pay the deposit by credit card. The deposit amount is shown as a percentage of the total.
  • If no deposit is required: The quote is marked as approved and DTC will begin the work.

A PDF copy of the approved (or rejected) quote with your signature is automatically generated and saved for your records. You can download it from the quote detail page.

Rejecting a Quote

If you don't want to move forward with a quote:

  1. Open the quote.
  2. Click Reject.
  3. Optionally provide a reason in the rejection note.
  4. Click Confirm Rejection.

The quote will be marked as rejected and DTC will be notified. You can still view rejected quotes in your quote history.

Guest Quote Approval

In some cases, DTC may send you an email link to review and approve a quote without logging into the portal. This is useful for quick decisions or when the approver doesn't have a portal account.

Quote Statuses

Status What It Means
Pending The quote is waiting for your review and decision.
Approved You've approved the quote. Work will proceed.
Rejected You've declined the quote.
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