The "Call a Supplier" feature on QuoteToMe is an easy way to request quotes and create orders by directly calling suppliers from your mobile app.
Call a Supplier System Behaviour:
As soon as the phone starts ringing, our system will:
- automatically send the supplier an email.
The email will prompt them to reply with their quote. If they missed your call, the email will notify them that you attempted to call them.
If the supplier replies to this email with your quote, it will be added to your ticket automatically!
- automatically create an order ticket for you in QuoteToMe.
This will behave like a Get Quotes ticket, but this time you are only waiting for one supplier!
How to use Call a Supplier
- Tap Create > Call a Supplier from the dashboard.
- Enter a Reference Name for the call (e.g., Lumber).
- Select the relevant Project from the dropdown list.
- Tap Go to proceed.
5. Select the supplier you wish to contact from the list provided.
Related articles
- Review and Issue Your PO
- Edit Your Call a Supplier List
- Create a New Project
- The Dashboard and Order Ticket Overview
Need help?
There are three ways to reach our Customer Success team:
- Send an email to [email protected]
- Phone or text us toll-free at 1-833-712-5021
- Chat with us using the chat bubble icon in our web and mobile apps