If you are At Market with Quick Quotes

Peter Campbell Updated by Peter Campbell

Sending The Request

Before a request for quotes can be issued, the suppliers participating in the process must be added to the activity via the Suppliers tab. This is done through a simple wizard that allows you to select a supplier from the repository you have previously created in the Suppliers module, along with the appropriate contact from that supplier to whom the request will be sent:

Once the suppliers have been added, and after the Planning phase in which the quotes were configured, the Request for Quotes can now be issued to the listed suppliers using the In‑Progress dropdown:

This action opens a pop‑up window displaying the details entered during the quote setup, along with the list of suppliers who will receive the request.

Review this information carefully and confirm that everything is correct before issuing the request for quotes.

Selecting the Request button will send the listed suppliers an email with the link to respond to the request.

Any responses will automatically be logged against the sourcing activity with their details redacted until the evaluation phase begins.

What will the supplier see?

From the supplier’s perspective, they will first receive an email requesting that they submit a quotation, along with a link that enables them to do so.

This will take them to a page that replicates the Preview Quote Request page from the Quotes Setup tab of your activity.

This page allows the supplier to review the RFx pack you have provided, as well as the sourcing activity dates and details. It also includes sections where the supplier can submit their response, add comments, and upload any supporting documentation.

Once the supplier has saved and submitted their response, they will no longer have access to this page.

They will not receive any further system prompts or interactions until they are notified later in the process as to whether their bid has been successful.

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