Quotes (RFQ)
- Quotes overview: what it is and how it works
- Creating and sending a request for quote
- What your vendor receives and sees
- Reviewing responses in the quote
- Turning accepted lines into purchase orders
- Vendor emailed or PDF'd you instead? (Log a reply / Fill from PDF)
- Closing, archiving and reopening
- Notifications, tracking, deadlines & reminders
- Permissions & visibility
- Troubleshooting Quotes