Request For Quote > Send New RFQ
Overview
Create an RFQ (“Request For Quote”) when you want a contractor to provide a price or “Bid” on work.
More than one contractor can bid on the work. To do this you will “Assign Contractors” to the RFQ. The contractors you assign are selected from your contractor list. These contractors must have a valid email address present in their record or they will not be presented for you to assign them to an RFQ. Here are the steps:
Step by Step
- A job must have been created first. Open a job from your “Job List” or learn how to “Create New Job” now.
- With the Job open, find the tab titled "Requests for Quote" in the job tabs just below the grey main menu bar and click it to open the RFQ list.
- The RFQ list is now open. If this is the first RFQ being created, the list will be empty.
- Click the button titled "New Request" in the “Action Tool Bar” on the top right.
- The "Requests for Quote Information" form is now open and the RFQs sub-tabs are now visible just below the Job Tabs.
- Find the drop down box labeled “Assigned To:” and select the contractor you want to assign to this RFQ. (If the contractor you want is not in the list, you may need to add an email to their record in the “Contractor List” or you must “Add NewContractor”. When you return to the RFQ the contractor will be present.)
- Enter a description in the description box. This will become the subject line in the message that the contractor will receive.
- Now navigate to the Requests for Quote Tasks tab, where you can create tasks manually by selecting the New Task button or you can import them by selecting the Import Tasks button within the action tool bar.
- Once all tasks have been added to the RFQ, select the “Click to Share Submit RFQ” button and the information is then transmitted electronically to the contractor that was selected within the “For:” drop down window.
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