Send an RFQ

How to create & send an RFQ:

1. When viewing a given Request, navigate to the "Quotes" tab.

2. Select the supplier from the dropdown with a "Portal Access" badge, and then click "Add RFQ"

   • More information here on how to invite a supplier to have "Portal Access".

1. Click "View RFQ"

1. Specify the RFQ Deadline & RFQ Summary. Upload any supporting files to the "Shared Files" bucket. Ensure that all relevant parts have been added to the RFQ.

1. Click "Send RFQ". The supplier will receive an email notification for the new RFQ & will be able to view all information displayed on the RFQ page.

2. As you wait for a response from the supplier, you can track any updates via the RFQs table.

1. Once a supplier has responded with a quote file, you can create a new Quote by clicking "Add Quote"

   • More information here on how to utilize Quotes.