Adding quotes
Last updated
Last updated
There a several ways to add quotes to Silkline:
From a Request:
Click "Create Quote" button or drag an drop a quote onto this button
From the Quotes page:
Click "Create Quote" button in the top right
Drag and drop one or more quote PDFs into the window
Quotes that are dragged and dropped into Silkline are created with the draft status and then .
Quotes and requests are independent objects in Silkline that can be linked together. When you add a quote to a request, the quotes are automatically linked to that request. You can also link an existing quote from your quotes library by selecting the "Link Existing" button in the "Quotes" section when viewing a request:
This loads a sidebar that shows all active quotes with parts that match the items on the request. Select one or more quotes to link to the request. This flexible workflow allows you to reuse quotes across requests.
When dragging and dropping a quote document into Silkline, we automatically create a quote record for that document and scan the document using AI to extract key details from the quote including:
Supplier quote number
Quote date and expiration date
Items matched to your parts library
Unit cost
Quantity
Unit of measure
Lead time
When manually creating a quote, user can press the "Auto Fill" button to automatically populate details from the quote document.
AI autofill only works for PDFs that have a text layer. We currently do not perform OCR on uploaded documents, so screenshots or images cannot be read.
For eCommerce orders that are transacted via the vendor's website, it is often necessary to create a purchase order for record keeping and to receive inventory against. For these orders, you can save time and avoid manual data entry by uploading a PDF of an order confirmation (or cart) as a quote. Once the data is extracted from the quote, you can easily convert the quote to an order.
Quotes in Silkline can have the following statuses:
Draft – quote has been uploaded but as not been reviewed/confirmed. To confirm a draft quote, simply edit the quote, make any necessary changes/additions, and then save the quote.
Active – quote is confirmed and is within its validity period
Expired – quote is confirmed and is outside its validity period
The quote validity period is determined by the date of the quote and the expiration date, if any. The validity period is intended to help buyers search, filter, and organize quotes. An expired status does prevent a quote from being converted to a purchase order.
Supplier
The supplier tagged to the quote. This is automatically populated and locked when entering a quote for an RFQ.
Supplier Quote Number
The quote number provided on the supplier's quote document. This value is searchable.
Issued at
The date the quote was issued
Expires at
The date the quote expires
Quote file
The original quote file (PDF, PNG, JPG, etc.)
Notes
Internal notes for the quote
Item
The linked part or item description
Supplier part number
The supplier's part number, if available and different from the buyer's part number
Quantity
The number of units quoted
Unit Quantity
The quantity per unit, e.g.: - 25 for a box of 25 - 2,000 for a minimum order quantity of 2,000 kgs
Unit
The unit of measure for the quoted item (e.g., each, kgs)
Unit cost
The cost per unit of item
Fixed cost
Any one-time order fees, such as NRE or setup fees
Lead time
The quote lead time for the item, displayed in various calendar units (10d = 10 days, 4w = 4 weeks, etc.)
A purple sparkle icon appears next to the draft status badge to indicate that the quote has been autofilled using AI:
