Requests For Quotations
Sometimes, you might work with suppliers and products where costs vary so you can’t have fixed costs stored in your items list. Other times, you might have more than one supplier from whom you buy specific products or materials. Maybe you just want to secure better prices for a specific customer project where you need to get a competitive edge or improve your profit margin.
Either way, our Requests for Quotations module (or ‘RFQ’ module) will let you manage all of this without the time-consuming calls and emails.
Send quote requests for products or services
With the RFQ module, you can request a quotation to one or more suppliers at the click of a button, and track your suppliers’ responses within the system, while keeping the RFQ record linked to the specific quotation or job from which it came.
Give users freedom with custom input fields
This module allows you to create custom fields that match the data requirements you have. Choose different input formats such as numbers, single-line text, multi-line text, checkboxes, dropdown menus and date fields.
Create custom statuses and stay in the know
When any supplier has responded to your RFQ and approved it, the status can then be updated automatically. This can then trigger the next stage of the process by automatically booking in stock once the supplier has sent you a purchase order.
Generate purchase orders
Generate a purchase order from within the RFQ record to that supplier, all you have to do is click a button. Doing this creates a link between the two records and gives you a complete audit trail of activity—with no added fuss. It’s really that simple.
Create RFQ's at the click of a button
Quickly create RFQs that are sent to individual suppliers or send an RFQ to multiple suppliers directly from a quote or job. Once a supplier has been added to the RFQ, you can only add items that are available from them.
Suppliers can upload quote
In response to your request, suppliers can upload a quote in a variety of formats with their name and a message field and then submit prices to you. Once the RFQ has been received any attachments are stored against the RFQ for you to review.
Create RFQ's at the click of a button
Quickly create RFQs that are sent to individual suppliers or send an RFQ to multiple suppliers directly from a quote or job. Once a supplier has been added to the RFQ, you can only add items that are available from them.
Customise your RFQ templates
Create your RFQ templates within Microsoft Word in your own branding or style and upload them to Zigaflow. Use our variable tags to determine what information is populated in your RFQ when it’s created. You can create your own RFQ template or edit one of available templates.
Quickly attach PDF's to RFQ records
Upload different document types to support your RFQ, file types include: word doc, images and PDF’s. Files that are uploaded can be visible to internal users or shared with the associated suppliers. This could include things like drawings, renders or more detailed specifications.
