Create Quote Request form

Create Quote Request Form

To open the Create Quote Request form, in the shortcut menu, click on Purchases, then Get Quotes, then Create Quote Requests.

The Create Quote Request form allows you to create price quote requests (RFQ's) for vendors and subcontractors.

Aside from the standard prompts available on all forms, the Create Quote Request form has the following prompts:

Quote Request:

Select a quote request to edit (or print), or select (Add New) to add a new quote request.

Quote Type:

Select "Vendor Price Quote", or "Subcontract Quote".

Subcontractor Type:

Select type of Subcontractor to include in the list of Address To Subcontractors.

Address To Vendor/Subcontractor:

Select a Vendor or Subcontractor to address the quote request to.

Quote Name:

Enter a name for the quote request. This defaults to the name of the vendor or subcontractor selected in the prompt for Address To...

The prompt for quote name allows you to create multiple quote requests from the same vendor or sub contractor for multiple groups of products or job items within the same job. To create a second quote request from a vendor or sub contractor, modify the quote names to reflect the contents of the quote request. For example:

"Wilson Concrete, Foundation"
"Wilson Concrete, Exterior Flat Work"

Add Attachment

Click Add Attachment to add an attachment file to the quote request. Files attached to a quote request will be attached to the quote request when it is emailed.

Quote Items/Products:

Displays a list of job items or products, depending on the option selected in the prompt for Quote Type above.

Vendor quote requests are for Products, . If you select "Vendor Price Quote", the list will contain products, grouped by Job Phase.

When you select the "Vendor Price Quote" option, two check box options will appear to the left of the list box:
- Job Products. Check this option to list only products that are assigned to estimate items in the current job.
- All Products. Check this option to list all products in your product database, regardless of whether they are assigned to any job estimates.
Subcontract quote requests are for job items. If you select "Subcontract Quote", the list will contain job items, grouped by Job Phase.

Each item or product in the list has a check box to the left of it. To select an item or product to be included in the quote request, check the box.

List Job Items:

Check this box to display the selected job items in the quote request.

List Job Products:

Check this box to display the products in the selected job items in the quote request.

List All Products:

Check this box to display all products in the product database - regardless of whether they are used in the current job, or any job.

Break By Job Phase:

Check this box to sort and group job items (for subcontract quote requests), or products (for vendor quote requests) by Job Phase.

Include Item Notes:

Check this box to include job items notes in the quote request.

OK Button

Click to save the current quote request.

Print Button

Click to view (and print) a merged document with the current quote request.

Note: You can click the Email button in the document viewer form to send the viewed document as a PDF file attachment, but the email recipient will not be able to edit the PDF file to enter their quoted prices. Click the Email button on this form (discussed below) to allow vendors to enter their quoted prices in their email reply.

Email Button

Click to email the current quote request to the vendor. The email will contain the list of quote request items. The vendor will be able to reply to the email and enter their price quotes. When you receive the vendor's emailed reply, you can use the Import Vendor Prices form to import the prices from the email.

Edit Button

Click to edit the merge document for the current quote type. If the Quote Type is "Subcontractor", then click the Edit button to edit the Subcontractor Quote Request merge document. If the Quote Type is "Vendor", then click the Edit button to edit the Vendor Quote Request merge document.