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QB - 09.11 Sending an eQuote Request to a Supplier

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After Inviting one ore more Suppliers to an eQuote, the next step is to send out the request. Before you can send an eQuote, verify the following:

Make sure there is a Bidding Company specified on the Cover Sheet (usually, your company)
The Lead Estimator must be specified on the Cover Sheet (usually, you)
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 (this lets the supplier know the approximate location for the job site)
Every Supplier to which you want to send eQuotes must have an e-mail address in their Contact record

To send an eQuote to a Single Supplier

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.

Sending eQuote Request to all invited Suppliers

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.

You will receive an e-mail, similar to the one below, letting you know the eQuote has been sent...

If a Supplier reports that they did not receive the e-mail, see Related articles for steps to troubleshoot issues with eQuotes.

Note

Quick Bid allows you to remove Items from an eQuote after sending it to a Supplier. When you received the priced eQuote back from the Supplier, Quick Bid will update the remaining Items although, since the Supplier is quoting on the original group of items, the Supplier may choose not to honor the prices he or she provided. It is best to re-send an eQuote to the Supplier if you make any changes to the inventory.

Inviting a Supplier to Provide Pricing via eQuote

How a Supplier Fills Out an eQuote