How to Create a Quote?

Modified on Fri, 27 Sep, 2024 at 4:16 PM





  1. Go to RFQs page.

  2. Choose an RFQ.

  3. System displays the RFQ details page.

  4. User clicks on “Add Quote” cta button.

  5. User chooses “Create Quote” option.

  6. System redirects to the Quotation form that is pre-populated with the data from the RFQ.

  7. User reviews and fills out the Quotation form as needed.

  8. User saves the form as Draft if not yet ready to send it to the Buyer.

  9. User clicks on “Create Quote” cta button.

  10. System sends email notification to the Buyer.



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