Save and manage standalone quote drafts
Drafts preserve a standalone equipment request before submission. They are not available for project quotes, which are created from a project's Equipment tab.
Save a new draft
- Add at least one product to the quote from Catalog.
- Open Standalone Quotes.
- Review the product quantities and Quote Summary.
- Select Save as Draft.
- Enter a Draft Name and select Save.
The draft appears under Saved Drafts. If a save fails, the portal displays an error; leave the current page open and try again after checking your connection.
Reopen and update a draft
- Under Saved Drafts, find the draft by name and update date.
- Select Load.
- Change the items, quantities, item notes, or installation selection as needed.
- Select Save Draft or Update Draft.
Wait for the saved confirmation before leaving the page.
Submit a loaded draft
- Load the draft.
- Select Submit Quote Request.
- Complete and review the required contact, timeline, facility ZIP code, and message fields.
- Select Submit Quote Request again.
The portal creates a submitted quote and removes the loaded draft after the quote is successfully recorded. The submitted request then appears under Submitted Quotes.
Delete a draft
Select the delete action beside the draft and confirm the deletion.
A deleted draft cannot be restored in the portal
Confirm the draft name before deleting it. Deleting a draft does not cancel or remove a quote that was already submitted.
If Saved Drafts is loading, wait for the list before creating or deleting another draft. If a draft remains missing after a refresh, contact My Fitness Outlet with the draft name and your login email. Do not send your password.