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QB - 09.12 How the Supplier Fills Out an eQuote

Views: 789 Last Updated: 12/28/2022 09:35 am 0 Rating/ Voters
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Once you send an eQuote to a Supplier, that Supplier receives an "eQuote Invitation" e-mail with a link to the eQuote Request.  An example of this e-mail is below.  This link is only good for one eQuote and is invalidated once the Supplier submits his or her pricing.  The Supplier does not need to have Quick Bid installed to process an eQuote.

Note
On Center Software cannot re-send this e-mail to the Supplier - if the Supplier has not received the eQuote request e-mail, see Related articles for steps to Troubleshoot eQuote issues.  If there is a failure (eQuotes is unable to send the e-mail), you will be notified within 1-2 business days by our Support department. If you do not received anything from On Center letting you know that an eQuote failed sending, please contact your Supplier to verify the message hasn't been deleted, ignored, or sent to Spam.

When the Supplier clicks the hyperlink within the e-mail message, a Web page similar to the one below opens in their default Internet browser.

Note

The Requesting Contractor and Job Site information is driven by the Bidding Company, Lead Estimator, and Job Site Details specified on the Cover Sheet.

Quick Bid Cover Sheet

The Supplier fills out the form for the requested eQuote.

Then, the Supplier clicks Submit eQuote - they are given one opportunity to go back an make changes, if necessary.

The Supplier receives a notification that their eQuote is on its way back to the contractor (the Lead Estimator).

The Supplier clicks Close and the Web page closes.

The Supplier receives a confirmation e-mail notifying them that the eQuote was successfully sent - the e-mail contains Contractor contact information, Job Site contact information, and details of their eQuote.  

This confirmation e-mail also includes an XML file the Supplier can import into their CRM tool, if necessary.

Note
If the supplier is not receiving the Invitation or Confirmation e-mails, the e-mails may be going to Spam or Junk Mail folders. Instruct the Supplier to add equotes2.oncenter.com and quickbidequote.com as Safe Senders. See Related articles for more information on troubleshooting eQuote issues.
Sending an eQuote Request to a Supplier Receiving a Completed eQuotes Back from a Supplier 



Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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