Read our FAQ to learn about solutions to common questions. If you're still stuck afterward, please reach out to our Customer Success team.

 

 

FAQ

 

Which feature should I use?

There are four ways to request quotes/POs on our app:

  1. Get Quotes: You want to ask one or more suppliers for a quote that you can turn into a PO.

  2. In-Store PO (mobile only): You are at the order desk and the clerk asks you for a PO number.

  3. Call a Supplier (mobile only): You want to call your sales rep
    An email is sent to them once the call connects, asking them to reply with your quote - when they do, it is connected to your phone order automatically!

  4. Create PO: Enter details to create a PO, either from an existing quote or from scratch. 

I'm trying to create an RFQ, but I can't find my supplier in Get Quotes.

They may not be in our system yet. 

 

There are three things you can do:

  • Try searching alternate names, abbreviations, or parent company names.
     
  • Invite the supplier via email.
    • Mobile: Invite the supplier to the order by entering their email address.
       
    • Web: Click the New Supplier button on the bottom-left of the screen.
       
  • Contact your internal company administrators for assistance in adding the supplier of your choice.

I'm trying to create a PO, but I can't see my project in the list.

This means you aren't added to the project. 

 

There are three ways to join a project across the platform:

  • Project's Page
  • User's Page
  • Project Selection dropdown menu in the order form

I'm using In-Store PO, but my supplier is not on the list.

This is a controlled list which is managed by your company.

 

Reach out to a administrator in your company, and ask for this supplier to be enabled for the In-Store PO feature.


How do I get quotes for items that don't have a fixed price?

Good news - QuoteToMe supports open POs and POs for long-term rentals. 

 

Just ask your supplier for a rate sheet instead of a fixed quote!



How can I send in my feedback to help improve QuoteToMe?

We really appreciate feedback from our users and we'd love to hear from you!

 

Please feel free to include:

  • Complaints - please let us know what is going wrong.
    !  If something is delaying your purchase order, contact the Customer Success team immediately so we can resolve the issue as soon as possible (information below).
     
  • Your pain points - what is painful to use? Why?
     
  • Your ideas - do you have a feature request? A solution to a pain point? 
     
  • Wouldn't it be nice if...? - let us know what would make this run like a dream.
     
  • Anything at all! - questions, comments, success stories, and all the rest. Please don't be shy! Our eyes and ears are always open.

 

 

Send your ideas to the Customer Success team one of four ways:    

  • Send an email to [email protected]
     
  • Speak to us toll-free at 833-712-5021
     
  • Click the chat bubble icon at the bottom-right of our mobile and web app, and select "I have a suggestion."
     

How do I reset my password?

Learn how in our Reset a Forgotten Password article. 


 

 

 

    

Need help?

There are three ways to reach our Customer Success team: