Upload a quotation file in the vendor portal
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Attach a supported file to a quotation.
Where to goVendor Portal → Quotations → open quotation → Upload
Before you start
- Use an account with Authenticated active vendor contact and enabled portal and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Attach a supported file to a quotation. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Vendor Portal → Quotations → open quotation → Upload.
- Download or inspect the supported template/field requirements before preparing the file.
- Select the Import or Upload action and select the intended file only.
- Run validation and correct rejected rows, file types or required values.
- Complete the import/upload and review the created records, attachments and any error file.
Fields and options
Vendor identityCompany/name, code, tax/VAT, phone, website, category/group, address and status as exposed by the vendor form.
Contacts and accessVendor contacts, vendor administrators, portal status, language and welcome/notification settings where applicable.
Quotation headerNumber, vendor, linked request, dates, currency/rate and status.
Commercial linesItems, quantity, price, tax, discount, subtotal and total.
EvidenceAttachments, comments, signature/uploaded e-signature, PDF and send activity.
Rules and limits
- Vendor actions are capability-gated; portal functions also depend on the vendor-portal setting and contact authentication.
- Quotation status changes require the dedicated quotation status capability.
- Automatic purchase-order creation occurs only when the relevant option is enabled and the quotation reaches the supported approval state.
Check it worked
- The supported upload a quotation file in the vendor portal flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
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