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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

  1. Add at least one product to the quote from Catalog.
  2. Open Standalone Quotes.
  3. Review the product quantities and Quote Summary.
  4. Select Save as Draft.
  5. 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

  1. Under Saved Drafts, find the draft by name and update date.
  2. Select Load.
  3. Change the items, quantities, item notes, or installation selection as needed.
  4. Select Save Draft or Update Draft.

Wait for the saved confirmation before leaving the page.

Submit a loaded draft

  1. Load the draft.
  2. Select Submit Quote Request.
  3. Complete and review the required contact, timeline, facility ZIP code, and message fields.
  4. 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.