Overview

Need to compare and find the best prices? Send quote requests to your preferred suppliers.


After reviewing and awarding a quote, convert it into a purchase order.


Before finalizing the PO, you can:

  • Update quantities
  • Remove items
  • Add cost codes


 

How to Use Get Quotes on the mobile app

Step 1: Create a Get Quotes Order

  1. Tap the Create button at the bottom of the mobile app.
  2. Select Get Quotes.
  3. Fill out the Order Details form, then tap Continue.
    • Tip: Name the order intuitively so it is clear to your project and accounting teams.




Step 2: Enter Project Details & Quote Request 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.

  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.

    • Tip: Be as specific as possible so suppliers can provide accurate quotes.

  5. For Rentals:

    • Enter the date the items are needed.

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

  6. Attachments (Optional):

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


Step 3: Invite Suppliers

  • (Optional) Select supplier categories, then tap Next.

  • Tap to select suppliers from the list, then tap Next.



Having trouble finding a supplier?

  • Search for a supplier using the Search bar.
  • Manually enter an email address if your supplier is not listed:



Step 4: Delivery Details

  1. Fill out delivery details.

  2. Ensure sufficient lead time for the selected delivery date.

Step 5: Review & Send

  1. Review your Get Quotes Summary for accuracy.

  2. Tap the edit button on the top-right of each section to make changes.

  3. Tap Send Request for Quotes.


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

  • Suppliers will receive only 2 emails: 1 initial invite to quote, and 1 reminder the day before the due date.

  • We will notify you when your quotes are ready, or when the due date for the quotes has arrived.
    • Note: the RFQ will be returned on the due date set at 3pm local time - with or without quotes.
    • You will be prompted to update the RFQ with more suppliers or extend the due date if no quotes are returned.
    • You can update your RFQ using the 3-dot menu:
  • You can also update the supplier contact after sending an RFQ if your contact has changed, is absent, etc.
    1. Open your RFQ
    2. Tap the supplier card (where the quotes will appear)
    3. Tap the 3-dot menu, then tap "Change Supplier Contact"
    4. The RFQ will be re-sent to the updated contact.

Tracking Your Quote Requests

To check your order status:

  • From Home, select More > Orders > My Orders (tab).

  • Tap your order to view updates.



Need help?

Reach out to our Customer Support team: