Before asking for a quote, make sure you have selected from your Project Sheet the items you will send to the RFQ (Request for Quote).
1. Select the items Hover over Procurement
3. Click on Request Quote
(Do keep in mind you can arrange your Project Sheet prior to requesting quotes by Category, Area, or using Group By, so you can send out all items from a section at once) 
After clicking on Request Quote, you will see the screen below. From your left, you can ask the Supplier to provide Alternatives, in case the requested items aren't available by checking on the box(es).
Below, you will be prompted to type in an RFQ#, feel free to use this field in case you are keeping track of different quotes. Set your Create Date (usually the day the RFQ is being sent out), and select the Submission Deadline date. Ship to Address (usually linked to the Project's address) must also be entered.
Down below you will have the opportunity to add any Attachments i.e. PDFs, Word Documents, etc. And you also have the ability to add Notes for suppliers.
IMPORTANT: The submission deadline date, will determine when an RFQ becomes Overdue. The system will automatically detect whether a Supplier has provided a quote and mark it as Received, and in case the deadline arrives without a quote, the RFQ will now show an overdue status.
Coming up next, we will send the RFQ to the Supplier, now that is ready.
1. Click on: Next Step (green)
2. Click on Send to Supplier
*On this step you can also Delete Quote Request or Close Quote Request.
In case the Supplier already exists in your database (Contact Book) you can simply select them from the dropdown. Otherwise, if you are sending the RFQ out to a new Supplier, you will be prompted to add them as a new Company.
Existing Supplier
New Supplier
Click Next, and now similar to adding new contacts, you will be prompted to fill in the Office information, and if necessary Contact Person info. You can also quickly get back to the Company details or Account details if needed.
Once the Supplier has been added it will be shown below the dropdown. Feel free to send the RFQ to as many Suppliers as you need.
Next type the Subject title (Suppliers will receive RFQs as emails) along with a Message.
Below you will be given the option to add your Company Logo. Click Send when the RFQ has all the info you want.
We hope this article was helpful, please rate the article, and reach us via Live Help if you still need assistance.