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."
- From there, download the accepted RFQ as a PDF and send it to the supplier by clicking on Generate PDF. 🎯
Let us know if you have any questions, we are here to help you!