Request for Quotes

This step-by-step guide is designed to help you request quotes from subcontractors effortlessly. Whether you're initiating a quote request from within a package or directly from the directory, we'll walk you through the process of selecting suppliers, reviewing your choices, and configuring your request settings. Let's dive in and enhance your workflow for a more organized quoting experience.

From Within a Package:

Navigate to the Package Details:

  • Click on the "View Package" button associated with the package for which you want to request quotes.

Initiate Quote Requests:

  • Click on the "Request for Quotes" button within the package.

Select Suppliers:

  • A view (modal or directory in I-frame) will appear.
  • Search and filter for specific suppliers.
  • Choose any number of suppliers you want to request quotes from.

Review Selected Suppliers:

  • Confirm your selected list of suppliers.

Configure Quote Request:

  • Click on the "Configure Request for Quote" modal.
  • Customize your request by selecting the settings that best suit your preferences.

From the Directory:

Access the Supplier Actions Dropdown:

  • Within the directory, select "Request for Quote" from the supplier actions dropdown.

Choose a Package:

  • In the modal that appears, select the package for which you want to request a quote.

Configure Quote Request:

  • Click on the "Configure Request for Quote" modal.
  • Customize your request by selecting the settings that best suit your preferences.