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Articles in Category: Request For Quotes - RFQ

Create and Submit a Request for Quote (RFQ)

Create and Submit a Request for Quote (RFQ)

Once you have your project created and populated with your project items (see documentation if you need help with these tasks) now you begin the procurement tasks.   Creating a Request for Quote, or RFQ, can be done stand-alone (not related to a project) or project-specific. The steps in this article are for a project-specific RFQ.

How to Create a Project, Import a BOM and Create an RFQ

This short video takes you through the creating of a project (4 quick steps), importing a file from an external source (estimating system, cad system, etc) and creating an RFQ.  The whole process is quick and easy and saves you and others in your company countless hours of re-entering information that was used in the winning bid.

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