Create a Quote

Suppliers can create a quotation to respond to an RFQ that they have been selected for. To view all RFQs, click the Quotes tab in the Products area of the platform. RFQs can be filtered by status, filter by the Received status to see open RFQs that quotes can be provided for.

To create a quotation:

1. Click on an open RFQ to view the details for that request. The Request Info section contains key RFQ information, including any extra comments, attributes or attachments that might have been included. The Line Items section contains the details for each item in the RFQ, including any additional comments, attachments or attributes specific to each item.

2. Fill out the required item fields for each item you wish to quote for. You do not have to quote for all items. For more details on the fields see here.

3. Add any additional item details such as comments or attachments with the buttons at the bottom of each item. For more details on the fields see here.

4. Once all items you wish to quote for are complete, click Send Quote. The status will update to Responded. You can optionally convert any of the quoted items into a product in your catalogue at this point, but this can also be done at a later stage.

Rejecting an RFQ will let the customer know that you will not be quoting for any items in the RFQ, and will update the status to Rejected. *This cannot be undone.| To reject an RFQ, open the details page and click the Reject Quote button.

To cancel a provided quote for a specific item in an RFQ, go to the details page and click the Cancel button for the relevant item. This will update the status of that item to Cancelled.

If a quote for a specific item in an RFQ has already been awarded, but you are unable to fulfil it anymore, then this can be declined by clicking the Decline button for the relevant item. This will update the status of that item to Declined.