If you don’t ask, you don’t get

Your potential customers will likely negotiate with you, so you should definitely negotiate with your supply chain.

How much extra profit would you have made last year even if you’d saved just 1% across your purchasing?

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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 where you buy specific products or materials.

All of this aside, you might just want to secure better prices for a specific customer project where you need to get a competitive edge or improve your profit margin.

Our RFQ module let’s you manage all of this without all the phone calls and emails.

Not IncludedNot Included Sales Automation

Sales Automation

IncludedIncluded Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation


What is an RFQ?

An RFQ (Request for Quotation) is used to describe a document sent to a supplier detailing products and quantities for which the sender would like to receive a quotation.

An RFQ software allows you to quickly create, send and track these requests and their responses.

This is something which used to only be available to and used by corporations, but more recently this technology has become widely available to all at an affordable price.

What is an RFQ?

Key Benefits

Below is a snapshot of some of the most popular key benefits from using the Request for Quotations Module.

Send & Track requests for quotations

Send & track

Is phoning around or emailing your suppliers really the best way to get pricing?

Send an RFQ to one or more suppliers at the click of a button and track responses within the system, while keeping the RFQ record linked to the specific quotation or job it initiated from.

Generate Purchase Orders from requests at the click of a button

Create purchase orders

So, you have decided to proceed with a request for a quotation, what’s next?

Click a button to generate a purchase order from within the RFQ record to that supplier. Doing this creates a link between the two records giving you a complete audit trail of activity.

Create custom statuses

Custom statuses

What steps would you like your request for quotation process to follow?

You can create one main set of statuses in the module with the ability to split these into independent workflows. This allows you to move an RFQ into a specific workflow and view each independently.

Create custom fields

Create custom fields

Do you want to store specific information and details against quotation records?

Create custom fields to 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.


Related Modules

These are some of the most common modules where our customers benefit from what the Requests for Quotations module offers.

Quotations

Quotations

Create and send personalised, professional, and attractive quotations and/or proposals in your branding. Automated your follow up processes to always control the next steps. Best in class by a long mile.

Purchase Orders

Purchase Orders

Even on a customer order where multiple suppliers are involved, all the purchase orders can be created within a couple of clicks. With choices of list, Kanban and Gantt views, managing your PO’s has never been easier.

Supplier Relationship Management

Supplier Relationship Management

Your supply chain is so important in your business. We have tools in place to track all of the information relating to each individual supplier, from discount rates, PO history, items they supply and much more.

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