The customer quotation route is a preview; acceptance is recorded by admins for now.
Preview: this function is not available end to end in the supplied staging source.
How to use this function
- Find the customer portal section in the current navigation, if your role exposes it.
- The customer quotation route is a preview; acceptance is recorded by admins for now.
- This workflow is labeled Preview because the end-to-end action is not available in this source snapshot.
- Use a company administrator or the existing work-order record for the currently supported step where applicable.
Fields and controls shown in the demo
- Quotation
- Status
Guide updated 2026-09-27. Release changes must update this page and its image together.