Getting started with RFQs in Purchaser is as easy as drafting a new email. Start writing the email yourself or let us help jump-start the process.
Start with a template — this will provide a table and some suggestions about data to add to your RFQ to get a complete, timely response
Start with a document — Have some information about your RFQ that lives in a document somewhere? Upload that into the RFQ and we’ll pull that information into the body of the email.
Paste cells from a spreadsheet — we’ll format the information in a table that you can continue to edit if needed
Get help writing with AI — describe what you need, but don’t worry about crafting it beautifully. We’ll translate it into a professional sounding email that’s ready to be sent to vendors.
We’ll create a punchy subject line for you, so don’t sweat over that.
Add at least one vendor email address to receive the RFQ. You can add emails manually or import them from a spreadsheet or your ERP.
Review the body content and send it out!
When a response from a vendor comes through, we’ll notify you in an email and in the app.
Respond to the vendor right in the application. Notice that all the responses for that RFQ are centralized together for in that RFQ.
If a vendor responds with a quote or includes a document, we’ll analyze and summarize it. Go to the Quotes tab to see them.
If there are 2 or more quotes received, we will automatically compare the quotes and analyze them for you and call out some points to consider. Go to Quotes > Comparison to see the comparison. Note that this may take a few minutes to generate after a new quote is Received.