Managing RFQs manually can be necessary in certain situations. Below, we’ll walk you through the steps on how to send an RFQ manually, accept an offer, and notify the supplier.
Sending an RFQ Manually
Find the RFQ
Navigate to the Purchasing tab in your system.
Locate the RFQ you want to send.
Click on the “Share” button.
Click on the “Copy Link” button.
Once you've copied the link, you can share it via email or any other method for your supplier to provide a quote.
Accepting an Offer & Notifying the Supplier
Inside the RFQ, select the quote you want to accept.
Open the accepted quote and click "Share Bid with Supplier."
3. From there, download the accepted RFQ as a PDF and send it to the supplier by clicking on Generate PDF. 🎯
🔗 Copy Link | 📄 Generate PDF |
⭐ Best for most situations | 📋 For offline or formal suppliers |
Generates a unique URL that the supplier can open to view the RFQ and submit their bid directly through a Ply-hosted portal page. | Downloads the RFQ as a formatted PDF document you can attach to your own email or print. |
The supplier doesn't need a Ply account — they just open the link and fill in their prices. | The supplier replies to you by email or phone with their prices — you then manually enter their bid into Ply. |
✅ Supplier can submit bid online | ✅ Works for any supplier |
✅ Bid appears automatically in Ply | ✅ Formal document for records |
✅ No back-and-forth by email | ⚠️ You'll need to enter bid manually |
Still need help? Contact Support!
Questions about sharing RFQs or sending offer confirmations? We're happy to help.