Select Quote Type
Use the Select Quote Type screen to select a type of quote which opens the corresponding quote screen.
To access this screen, navigate to the Sales Support Portal or Customer Portal screen and click the View Details 
icon next to Next 10 Quotes Expiring.
The fields that appear on the Select Quote Type screen are:
| Field | Description |
|---|---|
| Equipment | Opens the Equipment Quoting screen to view or create an equipment quote. |
| Parts | Opens the Parts Quoting screen to view or create a parts quote. |
| Service | Opens the Service Quoting screen to view or create a service quote. |
Click Close to complete your work on the Select Quote Type screen and return to the previous screen.
Revision: 2025.12