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Table of Contents

09 Adjusting Materials and using eQuotes

1 QB - 09.01 Making Adjustments to Materials Used, Suppliers, and Material Costs

Learning Goal The goal of this chapter is to explain to you how you can make…

2 QB - 09.02 Material Swapping (Replacing a Material throughout your Bid)

If you are like many estimators, you complete a Bid and then someone comes…

3 QB - 09.03 Refreshing a Bid's Material Pricing from Master Data

Sometimes, you may be working on an older Bid, or you duplicate an older Bid…

4 QB - 09.04 Rounding Quantities (to whole container) on the Materials Tab

There are three ways you can round Containers on the Materials Tab: You can…

5 QB - 09.05 Using eQuotes To Request and Manage Material Pricing

Did you ever wish there was a way to make sending, receiving, and managing…

6 QB - 09.06 How eQuote Works

Below is a step-by-step guideline for how eQuotes work. First, the estimator…

7 QB - 09.07 Creating (Starting) an eQuote

To start an eQuote, Click on the Materials Tab Place a check in "View eQuotes"…

8 QB - 09.08 Adding and Removing Items from an eQuote

After creating an eQuote, to add additional Materials to the eQuote, select…

9 QB - 09.09 Deleting an eQuote

Delete an entire eQuote request by clicking the little drop-down indicator…

10 QB - 09.10 Inviting a Supplier to Provide Pricing via eQuote

Multiple Suppliers may be invited to submit pricing for each eQuote even if…

11 QB - 09.11 Sending an eQuote Request to a Supplier

After Inviting one ore more Suppliers to an eQuote, the next step is to send…

12 QB - 09.12 How the Supplier Fills Out an eQuote

Once you send an eQuote to a Supplier, that Supplier receives an "eQuote Invitation"…

13 QB - 09.13 Receiving a Completed eQuote Back from a Supplier

06.After a Supplier submits the eQuote pricing information via the eQuote Web…

14 QB - 09.13.01 What are eQuote Alerts and Why are They Important?

Notice the alert in the screenshot below - review the eQuote details for more…

15 QB - 09.14 Comparing and Awarding eQuotes

After you've received responses from all Suppliers and have imported their…

16 QB - 09.14.01 eQuote Details, Unquoted Items, and Adjusting (Overriding) Supplier Pricing

eQuote Details As noted in the Related article (Receiving eQuotes from Suppliers),…

17 QB - 09.14.02 Comparing Quotes using the eQuote Comparison Report

You can print a comparison report so you can compare eQuote side-by-side to…

18 QB - 09.14.03 Accepting (Awarding) a Supplier's Entire eQuote

After you review and compare your Suppliers' responses to your eQuote request,…

19 QB - 09.14.04 Cherry Picking which Items' Pricing to Accepting (Awarding) from One or More eQuotes

In the previous article, we covered how to accept a Supplier's entire eQuote.…

20 QB - 09.14.05 UnAccepting an eQuote

After you Accept (Award) an eQuote from a Supplier, you can "unaccept" it to…

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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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