15.02.02 Sending eQuotes

After adding (Inviting) a Supplier to an eQuote, the next step is to send out the request.  To send an eQuote, check the following:

• There must be a Bidding Company specified on the Cover Sheet
• The Lead Estimator must be specified on the Cover Sheet
• The Lead Estimator must have a valid e-mail address in his or her Employee record
• There must be a Zip Code listed on the Cover Sheet for the Job Site
• The Supplier must have an e-mail address in the Contact record

Click on the drop down arrow for the intended Supplier and select Send eQuote.

The eQuote invitation is sent to the selected Supplier via e-mail and the Lead Estimator receives a notification e-mail confirming that the Supplier eQuote was submitted.

• To send an eQuote to every invited Supplier, click on the drop down for the eQuote itself and select "Send all eQuotes".
  
  

Quick Bid displays a notification dialog box after sending the eQuote - click OK to close.

The Sent Quote icon displays next to the Invited Suppliers' name - this confirmation lets the estimator know they have already sent a request to a particular Supplier.

If a Supplier reports that they did not receive the e-mail, see Troubleshooting eQuote for possible reasons.

• If you remove items from an eQuote after sending it to a Supplier, Quick Bid updates the remaining Items although, since the Supplier is quoting on the original group of items, the Supplier may choose not to honor those prices.  It is best to re-send an eQuote to the Supplier if you make any changes to the inventory.

How the Supplier Fills out an eQuote Request