Overview

Want the best prices in town? Create a quote request and send it to your preferred suppliers.                                               

You can convert the awarded quote into a purchase order after reviewing quotes.


Before sending the PO, you'll also  have the chance to:

  • Modify quantities

  • Delete items

  • Add cost codes


How to Use Get Quotes (Web App)

Step 1: Create a Quote Request

  1. Click the Create button at the top-left of the home screen.

  2. Select Get Quotes.



Step 2: Fill in the Order Details

  1. Project: Select your project from the drop-down menu.

    • If you can't find your project, you can join one by searching in the drop-down menu.

    • Contact your Company Administrator for assistance if the project does not appear

  2. Order Name: Give your order a clear and descriptive name.

    • Pro Tip: Keep the Project Team in mind when naming your order.

  3. Quotation Due Date:

    • Set a deadline for suppliers to submit quotes.

    • Pro Tip: Set a reasonable due date to ensure suppliers have enough time to submit quotes.

  4. What do you need? Enter the items/services required.

    • Be specific so suppliers can provide accurate quotes.

    • For Rentals:

      • Enter the date the items are needed.

      • Specify the rental duration (days, weeks, or months).

  5. Attachments (Optional):

    • Upload a file to attach supporting documents (e.g., diagrams, spec sheets).

  6. Click Next.




Step 3: Invite Suppliers

  1. Select Supplier Category (Optional):

    • This filters your supplier list by category.

  2. Select Suppliers: Choose who you want to request quotes from.

  3. Having trouble finding a supplier?

    • Use the Search bar to locate them.

    • If they’re not listed, click New Supplier to manually add them.

  4. Click Next.



Step 4: Delivery or Pickup Details

  1. Choose how you will get your Order

  2. Delivery or Pickup Contact: Set the contact.

  3. Date: Specify the date for delivery or pickup.

  4. Delivery or Pickup Instructions: Provide any special notes for the supplier.



Step 5: Review & Send RFQ

  1. Review the quote request for accuracy.

  2. Click the headers to go back and edit details if needed.

    • Pro Tip: If you miss something, don’t worry! You can edit RFQ details even after sending.

  3. Click Send Request for Quotes.

Your suppliers will now receive the RFQ and respond with their pricing. 

  


 

Need help?

There are three ways to reach our Customer Support team: