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 Quote Requests on the mobile app

Step 1: Create a Quote Request

  1. Tap the Create button at the bottom of the mobile app.
  2. Select Quote Request.
  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 Quote Request 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 Quote request 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 quote request will be returned on the due date set at 3pm local time - with or without quotes.
    • You will be prompted to update the quote request with more suppliers or extend the due date if no quotes are returned.
    • You can update your quote request using the 3-dot menu:
  • You can also update the supplier contact after sending a quote request if your contact has changed, is absent, etc.
    1. Open your quote request
    2. Tap the supplier card (where the quotes will appear)
    3. Tap the 3-dot menu, then tap "Change Supplier Contact"
    4. The quote request 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: