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.
- Open the quote you want to approve.
- Click the Approve button.
- Sign the quote by either typing your name or drawing your signature in the signature box.
- 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
- Click Confirm Approval.
What Happens After Approval
- If a deposit is required: The portal will generate a deposit invoice and take you straight to a secure payment page where you can pay it by credit card. As soon as the deposit goes through, DTC is notified and the work moves forward.
- If no deposit is required: The quote is marked as approved in our system and DTC will begin the work.
Either way, a PDF copy of the approved quote with your signature and approval details is generated automatically and saved to the quote for your records. You can download it from the quote detail page anytime.
Rejecting a Quote
If you don't want to move forward with a quote:
- Open the quote.
- Click Reject.
- Optionally provide a reason in the rejection note.
- 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 maywill send you an email with a link to review and approve a quote without logging into the portal. This is usefulhandy for quick decisionsdecisions, when you're on the go, or when the approver doesn't have a portal account.account at all.
The guest link gives you full access to review the quote details, approve it (withsignature, signatureoptional andPO number, deposit payment if applicable), or reject it,it... all from a single page. You don't need a username or password for this flow.
Link expiration: The guest link is good for about 30 days from when DTC sends it. After that, you'll need to log into the portal to handle the quote, or contact your DTC account team and we'll send you a new link.
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. |