Skip to content
ACMMAX USER GUIDESFor account owners

Manage quotations ​

Use Quotations to find current proposals, review progress, and open one before responding or paying.

Before you begin ​

Quotations are available only to the primary account. A list total or progress indicator is not a substitute for reviewing the current items and terms.

Steps ​

  1. Select Quotations in Main navigation.
  2. Review Quotation, Total, Progress, and Status for each row.
  3. Move through pages to find the intended quotation.
  4. Open it and review items, totals, payments, notes, validity, and terms before using any action.

On your screen ​

Manage quotations in the ACMMAX Cloud Console

Manage quotations. Example screen with sample data.

Check it worked ​

The selected quotation opens, or the list shows a clear loading, empty, error, or unavailable state.

Need help? ​

StateWhat to do
Quotations is unavailableConfirm you are using the primary account.
List is emptyVerify the account and use a trusted email quotation link if one was sent.
Status is unclearOpen details and review validity and payment state.
Quotation cannot loadRetry once, then contact Support with a safe quotation reference.

Next steps ​

Screenshot preview