Give Customers Permission to Request and View Quotes

Edit the Customer Center role in NetSuite to give your customers permission to request a quote and view their submitted quotes.

To edit the Customer Center role permissions for Quotes:

1. Go to Setup > Users/Roles > Manage Roles.
2. Click Customize next to the Customer Center role.
3. Go to the Permissions tab and the Transactions subtab.
4. Change the level of access for the Estimate/Quote permission to Create.
5. Click OK to accept the change.
6. Click Save.
7. Give your customers access to the Customer Center role to let them view quotes.

After a customer submits a request for a quote, an Estimate/Quote record is created in NetSuite.