Quote-shopping? Create a quote request and send it to suppliers of your choice!


After you review them, you can turn the awarded quote into a purchase order with one tap! You'll have a chance to change quantities, delete items, and add cost codes before you send the PO.


Step in this workflow:

Get Quotes > Review Quotes > Send PO > Receive Order

  

 

How to use Get Quotes (mobile)


Create a Get Quotes order

  1. Tap Create on the bottom-middle of the mobile app.
     
     
  2. Select Get Quotes. 
  3. Fill out Order Details form, then tap Continue.
    ! The supplier cannot see the order name.
    Create an order name that is intuitive, so the project team and accounting know what it's for.
         
           
  4. Enter your quote request details into the “What do you Need?” field.
    You can also attach documents or pictures to include specifications or examples with your quote request email. 
     
    • This text will be visible to all suppliers that you send this to.
        
    • Be specific about your items so that any supplier can understand what to quote.
       
    • For rentals:
      • Enter date you need it on-site.
         
      • Enter rental duration: days, weeks, or months?
         
  5.   
  6. Optional: Enter the quote due date, then click Next. 
    • Ensure there is enough lead time for the supplier to quote on your order. Suppliers will often pass on quoting an order if they think they won’t make the due date.
       
    • Quotes expire at 2:30 pm MST of your chosen due date. They will still be entered afterward if they come in, but suppliers will not be reminded to quote after that time.  
       
       

Invite suppliers

  1. Optional: Select from supplier categories, then click Next.

     


     
  2. Tap to select the suppliers you want to request quotes from, then tap Next.
    We recommend inviting four suppliers, but you can add as few as one.
      
    Having trouble?
    • Search for supplier: Don't see your supplier in this list? Try using the Search bar.
        
    • Email supplier directly: If you still can't find them, you can enter their email address below the empty search results.
       

 

Delivery:

Fill out deliery details.
Ensure there is enough lead time for your selected delivery date.  

  

  
  

Review & Send:

Review your Get Quotes Summary for accuracy. 
Select the edit button on the top-right of each section to edit your order details. 

 

! It is important to get all your details right at this step.

This is because the quote you award will be converted to a purchase order!

 

We will notify you when your quotes are ready. 
Want to check on your order? 

From Home, select More > Orders > My Orders (tab) > Tap your order
  

  

 

 

 

Please reach out to us if you would like to edit & resend your quote request. 

 

 

     

Next step

Review Quotes (Mobile)

 

 

 

Need help?

There are three ways to reach our Customer Success team: