Tracking Requests & Quotes
Follow a request from Received to Quote ready in the customer portal, keep the conversation going, and open or download the quote when it arrives.
My Requests
My requests is everything you've sent this company, newest activity first. Each card carries what you'd want at a glance without opening it:
- A short summary of the request and how many items it covers
- Your needed by date, if you gave one
- When it was last updated
- A status chip — In review, Quote ready, Completed, or Draft — not sent
A green Quote ready chip is the one to watch: pricing has arrived and is waiting for you.
The list only ever contains your own requests — the ones submitted from your email address. It isn't a view of the company's workload, and other customers are never in it.
The Status Timeline
Open a request and the top of the page tracks it through four steps:
| Step | What it means |
|---|---|
| Received | Your request has arrived and is logged |
| In review | The team is working it — reading the spec, sourcing, pricing |
| Quote ready | A quote has been sent to you and is on this request |
| Completed | The job is finished and the conversation is closed |
On a phone the timeline collapses to the step you're on; tap it to see all four.
In review covers a lot of ground. Behind that single step the company may be contacting several of their own suppliers, comparing what comes back, and deciding what to put in front of you. None of that appears in your portal — you see their answer, not their sourcing. That's by design, and it's mutual: your request is equally invisible to the suppliers they ask.
The Conversation
Everything about the request lives in one thread: your original submission, the assistant's questions, your answers, and anything the team writes.
- Messages from the company's assistant are labelled as theirs — "{Company} assistant"
- Messages from a person appear under that person's name
- You may see "Someone from {Company} is viewing this" when a team member currently has your request open
- Sent messages confirm delivery, and tell you whether the team has been notified or someone is already handling it
You can add details or attach files here at any point while the request is open — see Submitting a Request.
Prefer email? Every notification links back to the request, and the portal offers an email {Company} option if you'd rather write to them directly. The portal is a convenience, not a cage.
Your Quote
When the company sends your quote you get an email with the quote PDF attached and a button back to the portal. In the portal it appears on the request itself, with its quote number and the date it was sent:
- Open your quote — view the PDF in your browser
- Download PDF — save it
The quote you see is the exact document the company produced — their layout, their terms, their branding. The portal shows you their file rather than rebuilding a version of it, so nothing drifts between what they sent and what you read.
A quote appears only when it's deliberately sent to you. A quote the team is still drafting isn't visible in your portal, doesn't show a chip, and isn't hinted at. There's no state in which you can see pricing before they've decided to release it.
What's Yours and What Isn't
The portal shows you your own requests and the quotes issued to you. It does not show the company's suppliers, what they paid, their margin, or their internal notes — and none of your requests are visible to their other customers.
If Something Looks Wrong
- A section didn't load. The portal says so rather than showing you a blank space. Reload; if the conversation or quote is still missing, tell the team in the conversation.
- A link says expired or invalid. Portal links are time-limited. Sign in from the portal home with a fresh code instead — see Signing In to Your Portal.
- A quote won't open or download. Retry from the request; the emailed copy has the same PDF attached.
Next Steps
- Submitting a Request — adding details, attachments, and follow-ups
- Signing In to Your Portal — accounts, codes, and language