Requests for quotation (RFQ)

An RFQ asks suppliers by email to price the requirements you select. A three-step wizard guides you: requirements, suppliers, compose and send.

What you need

• At least one requirement on the deal.
• Customers marked as suppliers, with an email address.
• An RFQ email template: Settings → Templates, on the RFQ templates tab.

Steps (click New RFQ on the deal page)

1. Requirements – tick the requirements to include. Select mandatory ticks all mandatory items at once.
2. Suppliers – search for and pick the suppliers to invite; preferred suppliers are marked.
3. Compose & Send – fill in RFQ Title and Response deadline, optionally an Internal note, choose an Email template, then click Send RFQ.

What does the supplier see?

The link in the email opens the RFQ without logging in. The supplier enters a unit price, delivery time and quote validity per item, can give volume pricing, attach files, send an alternative quote, or say they cannot quote. You can also exchange messages if something needs clarifying.

Afterwards

Follow replies and messages on the RFQs card; you get a notification when a quote or a message arrives. If the email fails to send, the RFQ is kept as a draft and you can send it again later.

Suggest Suppliers asks the AI who is worth inviting.