How to Create and Send a Quote
Use the Create a Quote tool to prepare a quote, review item quantities and pricing, save the quote to your account, and email or download a PDF copy. When you're ready, quotes can be revisited and converted into an order right from your account.
The portal provides a convenient way to create and manage quotes, but it does not replace your Deppmann sales representative or customer service team. Contact us if you need help selecting products, confirming an application, or completing a quote.
Before You Begin
Log into your Deppmann customer portal account before starting. You should also have the part numbers, model numbers, or product descriptions for the items you want to quote.
- Confirm that you are signed into the correct account.
- Gather the items and quantities needed for the quote.
- Confirm any customer, project, shipping, or reference information you may need to include.
- Contact Deppmann if you need help selecting the correct product or configuration.
Steps
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Open the Create a Quote tool
Log into the Deppmann customer portal and select the Create a Quote option from the homepage, navigation menu, or available quick-jump tools.
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Search for the items you want to quote
Use the quote tool to search for products by part number, model number, keyword, or product description.
- Review the search results carefully.
- Confirm the manufacturer and part number.
- Open the product details when additional information is needed.
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Add items to the quote
Select the appropriate product and add it to the quote. Repeat this process for each item you want to include.
- Confirm the correct product before adding it.
- Add all required line items.
- Reference Price & Availability for additional inventory information.
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Enter and review item quantities
Enter the desired quantity for each item and review the quote line items for accuracy.
- Confirm quantities for every line item.
- Remove any items that are no longer needed.
- Verify that the correct product variations or configurations are listed.
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Review pricing and quote information
Review the pricing displayed for your account and complete any required quote information before generating the quote.
- Review unit pricing and quote totals.
- Confirm the quote is associated with the correct account.
- Add applicable customer, project, purchase, or reference information.
- Contact Deppmann if pricing or product information does not appear correct.
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Generate and save the quote
Select the option to generate the quote. The completed quote will be emailed to the address on file for your account and also stored in your portal quote history for future access.
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To resend the quote
From the completed quote or quote actions menu, select the email option to send the quote electronically again.
- Quote will be sent to the email address on file for the logged in account.
- To email a different recipient, download a copy of the quote and send via email as an attachment.
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Download a PDF copy
Select the download option to save a PDF copy of the quote to your computer or device.
The PDF can be saved for your records, attached to another email, or shared internally with your team.
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Find the quote again in Quote History
Open Quote History in the My Account section to review your quote history.
From Quote History, you can view the quote, email or download it again, request a requote (if expired), or convert an eligible quote to an order.
Tips
Searching by an exact part number or model number can help you find the correct product more quickly.
Confirm all quantities and line items before saving or sending the quote to reduce the need for corrections.
Saved quotes can be reviewed later and may be emailed, downloaded, reopened, requoted, or converted into orders.
The portal can provide product and pricing information, but your Deppmann team remains available to help with product selection, applications, and system questions.
Common Questions
Can I email a quote directly from the portal?
Yes. Use the available email action from the completed quote or Quote History.
Can I download a PDF copy of the quote?
Yes. Select the download option from the quote actions to save a PDF copy.
Can I convert a quote into an order?
Eligible quotes can be converted into orders from the quote actions area or Quote History.
Where can I find quotes I created previously?
Go to My Account and open the Quotes section to view Quote History.
Can I reopen an expired quote?
Use the Request Requote option from Quote History when it is available to have an expired quote repriced and reopened.
What should I do if the product or pricing does not look correct?
Contact Deppmann customer service or your sales representative before submitting the quote or converting it to an order.