RFQ (Request for Quote) Form

  • Updated

If a custom Request for Quote (RFQ) form has been configured by the community, buyers will use the following steps to select and apply the form when creating a new RFQ.

 

Buyer Steps to Use the RFQ Form

  1. Access RFQ Creation: Go to the Marketplace module > select the dropdown in Create > click Request Quote.

 

  1. Select Form: Once the Request Quote screen populates, click the dropdown in the RFQ Type field to select the RFQ form name.

 

  1. Complete Form: The fields associated with the customized form will populate, prompting the buyer to insert applicable information.

 

Information Handling

All information inserted into the custom form:

  • Will be passed to the supplier(s) as part of the RFQ.

  • Can be viewed on the Form tab when reviewing the submitted RFQ.

 

What's Next/Related