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How to Create a Request for Quotation (RFQ)

To start a bidding package, go to Procurement → Requests for Quotation and click + Create. The form is split into five areas: General, Supplier information, Products, Shipping information, and Quote submission instructions. Use Cancel and Submit in the header when shown.

Open the create screen

In the sidebar, open Procurement → Requests for Quotation.
Click + Create (top-right).

The list shows Code, Name, Description, Supplier, Status, Expected delivery date, Expected response date, and more—plus row ⋯ actions when rows exist. Use Search by name, Filters, Columns, Presets, and Export as needed.

Requests for Quotation list with Create and table columns including Status Draft — **Procurement** → **Requests for Quotation**, then **+ Create**.

Form overview

After + Create, you work through the sections below. The upper part of the screen usually shows General and Supplier information; scroll for Products, Shipping, and Quote submission instructions.

RFQ create form with Cancel and Submit, General and Supplier Information sections — **General** and **Supplier information**.

RFQ form Products, Shipping Information, and Quote Submission Instructions — **Products**, **Shipping information**, and **Quote submission instructions**.

1. General section

Defines who owns the RFQ internally and how it is labeled in lists.

RFQ General section: Name, Teams in charge, Description with character counters

Field	Description	Required?
Name *	Title of the bidding project (shown in search and lists). Character limit shown in the UI (for example 250).	Yes
Teams in charge	Internal team that will evaluate incoming quotes.	No
Description	Internal context—why this quote is being requested. Typical limit 1000 characters.	No

2. Supplier information

Defines which supplier receives the RFQ. The supplier is chosen from your global Businesses directory.

RFQ Supplier Information: Supplier dropdown, address, phone, fax

Field	Description	Required?
Supplier *	Vendor from the Businesses list (searchable dropdown).	Yes
Supplier address	Often prefilled from the business record when you pick a supplier; you can override any value.	No
Supplier phone	Same pattern as address.	No
Supplier fax	Same pattern as address.	No

3. Products section

Defines exactly what must appear on the supplier’s quote—catalog lines, specifications, and quantities.

RFQ Products: New Product, Type, Product, Specification, Quantity and unit, delete row

Element	Description
New product	Adds another line to the RFQ table.
Type	Part or Asset (or your tenant’s categories).
Product	Specific item from the system database, filtered by Type.
Specification	Technical or quality requirements the quote must address.
Quantity / unit	Volume required (for example 10 L).
Trash	Removes the line.

4. Shipping information

Defines logistics if the quote is accepted—where goods should be delivered.

RFQ Shipping Information: address, phone, fax, expected delivery date

Field	Description
Shipping address	Delivery location (short fields may show strict character limits in the UI).
Shipping phone / Shipping fax	Delivery-side contact details.
Expected delivery date	Target date the site needs the material on hand.

5. Quote submission instructions

Sets the rules of engagement for the supplier’s response.

Quote Submission Instructions: Expected Response Date and Additional Notes

Field	Description
Expected response date	Deadline for the supplier to return a final quote.
Additional notes	Instructions such as include shipping in the total, warranty, or bulk discounts—large text area (for example up to 3000 characters).

Submit

Click Submit to save the RFQ. Cancel leaves without saving (exact draft behavior depends on your build).