How to Edit a Request for Quotation (RFQ)

Editing lets you refine General identity, supplier contact fields, product lines, shipping logistics, and quote submission rules before the RFQ is locked for bidding. The editor reuses the same five-section layout as creating an RFQ—use that guide for field-level detail and character limits.

Step 1 — Open Edit from the list

Go to Procurement → Requests for Quotation.
Find the row (use Search by name, Filters, or Columns if the list is long).
Click ⋯ in the row’s actions column.
Choose Edit.

The row menu often includes other actions besides Edit—for example Duplicate, Derive RFQ, Approve, and Delete. Those follow different workflows; this page covers Edit only.

Requests for Quotation list with row more menu showing Edit, Duplicate, Derive RFQ, Approve, and Delete — ⋯ → **Edit** on a draft RFQ (example **RFQ27**).

Step 2 — Change fields on the form

After Edit opens, use Cancel to leave without saving changes, or Submit (top-right) to save your updates.

The upper part of the screen typically shows General, Supplier information, and the start of Products.

Edit RFQ form with General, Supplier Information, and Products sections plus Cancel and Submit — **General**, **Supplier information**, and **Products** (upper portion).

Scroll to finish Products, then Shipping information and Quote submission instructions.

Edit RFQ form showing Products, Shipping Information, Quote Submission Instructions, and Submit — **Products**, **Shipping**, **Quote submission instructions** — then **Submit**.

Typical updates

Area	What you might change
General	Name, Teams in charge, Description.
Supplier information	Supplier selection; address / phone / fax (often prefilled from Businesses—still editable).
Products	Add lines with New product, change Type / Product / Specification / Quantity + unit, remove lines with trash.
Shipping	Shipping address, phone, fax, Expected delivery date.
Quote submission	Expected response date, Additional notes for the vendor.

Status restriction

Situation	Typical behavior
Draft	Full edit and Submit are usually allowed (as with RFQ27 in Draft in the example list).
Sent / validated / approved / closed	Editing is limited or blocked so supplier-facing history and audit trails stay reliable.