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Quotesoft RFQs (through HPH) to Vendors

Quotesoft and HPH have integrated Request for Quotes and the application of distributor quotes to your estimates.  This provides job specific pricing with just a few clicks, all without leaving Quotesoft!  This process will reduce pricing errors, incorrect item selection and increase the efficiency of not only the contractor but the distributor team as well.  Quotesoft Version required: 4.2R4.6208 or higher.

The steps are outlined below.  If you have not done so please, contact HPH to activate this functionality.  This email address is being protected from spambots. You need JavaScript enabled to view it.">This email address is being protected from spambots. You need JavaScript enabled to view it. or 800.890.0820  Click here for PDF instructions. 

  1. Open your Quotesoft job
  2. Change pricing to Quoted and recalculate the job1 quotesoft calc job and quoted items USE
  3. Go to the Quotes tab and click the EXPORT CINX button2 quotes export to cinx USE
  4. Select the integrated vendor(s) you would like to send the request3 vendor selection USE
  5. Select/Deselect items you would like to include on the Request for Quote and click SEND when ready.4 send to vendor USE
  6. At this point, the transaction is sent through the HPH Pipeline directly to your distributor ERP system. Both you and the distributor rep(s) will receive an email notification of the submission. Once the sales rep reviews and sends the quote back to you, you will receive a notification.
  7. When you receive the Quotes notification, open the Quotesoft job and go to the Quotes tab. Click on IMPORT CINX5Import Quotes USE
  8. Select the quote to use and click IMPORT6_pick_quote_and_import_-_USE.png

 

This will apply the quoted pricing to the Quotesoft Job (NOT the database). 

If you have any questions, need assistance or would like to learn more, call 800.890.0820 or email This email address is being protected from spambots. You need JavaScript enabled to view it.