Crafting a high quality RFQ is essential, but writing one from scratch is time consuming. Jumpstart your workflow by uploading an existing document (available on the professional plan).
For each document uploaded, we'll pull out the important details and draft an RFQ based on the information that's there. If there are pieces of information that aren't in the document that are critical to get responses from vendors, we'll add placeholders in the draft for you to fill in manually.
Uploading a document to start an RFQ is a great way to reduce manual data entry.
Here are a few examples of how you can use it.
Upload a written brief for a project - This is a great way to capture context around a project.
Upload a spreadsheet of items - We'll create a table of your items and format it nicely. You can also copy/paste cells from a spreadsheet.
Upload a screenshot of an email - If you have people emailing you items that need to be purchased, upload an image of the correspondence and we'll draft an RFQ with the relevant details.
Upload a PDF of a quote that you received from a vendor in the past - Bring an old RFQ into Purchaser and see how much faster it is to create, send, and analyze quotes.
Get creative - Upload any CSV, image, PDF, or spreadsheet, we'll attempt to analyze it and use it to draft an RFQ.
