---
title: "PPM Quotes - Customer Portal - User Guide | Support | Joblogic®"
slug: "ppm-quotes-customer-portal"
description: "Read our user guide, which details how to use Joblogic’s PPM Quotes via the Customer Portal."
tags: ["PPM Quotes", "ppm", "PPM Contract"]
updated: 2026-09-29T11:00:22Z
published: 2026-09-29T11:00:22Z
canonical: "support.joblogic.com/ppm-quotes-customer-portal"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.joblogic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Portal - PPM Quotes

## Introduction

When a new PPM Quote is created and sent, the new quote can be instantly viewed, and approved via the Customer Portal.

This guide will help you to understand the PPM Quotes module within the Customer Portal, as well as Accepting / Rejecting quotes as required.

## Viewing a PPM Quote

*This feature is permission based so you may not have access to the following pages*.

Firstly, click the **PPM** option at the top of your page. From here, choose **PPM Quotes** to view your current quotes list.

![Image 1.png](https://cdn.document360.io/7b0221a4-2cb1-462b-9b01-b03051eb7ca3/Images/Documentation/Image%201%2887%29.png)

If you wish, you can use the filters and Search options at the top of the page to look for a certain quote.

Click on the **PM** number to view the PPM Quote Details.

![Image 2.png](https://cdn.document360.io/7b0221a4-2cb1-462b-9b01-b03051eb7ca3/Images/Documentation/Image%202%2872%29.png)

The **PPM Quote Details** page consists of all the information relevant to the contract, such as the Customer and Site Details, Contract Start and End Dates, Contract Value, Total Invoice Billing, Total Visits, Attachments and Notes.

Any additional Attachments or Notes can be added by clicking the relevant **Attach** and **More Detail** buttons.

![Image 3.png](https://cdn.document360.io/7b0221a4-2cb1-462b-9b01-b03051eb7ca3/Images/Documentation/Image%203%2867%29.png)

## Approving / Rejecting a PPM Quote

Upon reviewing the details, you can **Approve** or **Reject** the PPM Quote by selecting the relevant options at the top of the page.

![Image 4.png](https://cdn.document360.io/7b0221a4-2cb1-462b-9b01-b03051eb7ca3/Images/Documentation/Image%204%2862%29.png)

By clicking the **Approve** button, you can enter or attach further instructions before the final Approval, if you wish.

![Image 5.png](https://cdn.document360.io/7b0221a4-2cb1-462b-9b01-b03051eb7ca3/Images/Documentation/Image%205%2846%29.png)

Similarly, clicking the **Reject** button allows you to enter the Reason for Rejection before confirming.

![Image 6.png](https://cdn.document360.io/7b0221a4-2cb1-462b-9b01-b03051eb7ca3/Images/Documentation/Image%206%2846%29.png)

A notification will be received by the account who sent the Quote to you. They can then start/cancel the Contract as agreed.

## Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

## Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.

## Related

- [Adding a New PPM Quote](/ppm-quotes.md)
- [Sharing a Planned Maintenance Schedule](/sharing-a-planned-maintenance-schedule.md)
- [Scheduling Planned Maintenance Visits](/scheduling-planned-maintenance-visits.md)