{"id":20431,"date":"2025-07-25T09:52:53","date_gmt":"2025-07-25T16:52:53","guid":{"rendered":"https:\/\/www.fictiv.com\/?post_type=cpt_help&p=20431"},"modified":"2025-07-29T11:19:51","modified_gmt":"2025-07-29T18:19:51","slug":"what-quotes-and-orders-are-visible-to-me-and-my-team","status":"publish","type":"cpt_help","link":"https:\/\/www.fictiv.com\/help\/fictiv-teams\/what-quotes-and-orders-are-visible-to-me-and-my-team","title":{"rendered":"What quotes and orders are visible to me and my team?"},"content":{"rendered":"\n

Quotes can be created and purchased privately within the My Quotes or Orders<\/strong> pages. Such quotes and orders can be added to a team. Quotes and orders that have either been created in or added to a team are visible to all members of that team. Additionally, every team member has the ability to edit and purchase any member’s quotes or place reorders.<\/p>\n\n\n\n

Note<\/strong>: Quotes and orders created in a team or added to a team are still visible to the original Quote owner and purchaser in their My Quotes or Orders<\/strong> section outside of the team.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

<\/p>\n\n\n\n

To create a quote that is not visible in a team, go to “Quotes” on the left-hand menu bar [Fig. 1]<\/em>.<\/p>\n\n\n\n

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Fig. 1<\/em><\/figcaption><\/figure>\n\n\n\n

<\/p>\n\n\n\n

Quotes that are created in “My Quotes\u201d remain private unless those are added to a team or shared with a collaborator.<\/p>\n\n\n\n

Note<\/strong>: If a team member is added as a collaborator on a quote that is in a team and they are then removed from that team, they can still see that quote since they are a collaborator on that specific quote. The removed team member can not see any other details about that team or its members, quotes or orders.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

<\/p>\n\n\n\n

To share a quote with a collaborator without adding them to a team, refer to this article<\/a>.<\/p>\n\n\n\n

To add private quotes or orders to a team, refer to this article<\/a>.<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Learn which quotes and orders are visible to you and your team and how to create a private quote. <\/p>\n","protected":false},"author":135,"featured_media":0,"parent":0,"menu_order":0,"template":"","categories":[295],"coauthors":[148],"class_list":["post-20431","cpt_help","type-cpt_help","status-publish","hentry","category-fictiv-teams"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t