RFQs

RFQs belong to a Request and represent an external share of that request.

Sending RFQs

To create an RFQ and send it to a supplier, click the "Send to Suppliers" button in the Actions bar when viewing a Request.

Select suppliers

Select the suppliers you want to send an RFQ to

Select contracts

Select the contacts for each supplier you want to send the RFQ to. The primary contacts for a supplier are automatically added by default.

You're all set! A separate email thread is created for each supplier. For a given supplier, all recipients are listed in the To: field, allowing them to see who else has received the RFQ and coordinate internally. When suppliers respond, they will go directly to the sender.

Supplier access

To access RFQs, suppliers can click the magic link in the email. To confirm their identity and download part files, suppliers must enter a matching email address and then a one-time password sent to their email.

Expiration

Access to RFQs automatically expires 30 days after sending.

Revoking access

Access to files can be revoked at any time through the "Share" button on a Request or RFQ. This revokes access to download files, but access through the share token remains until it expires.

Adding access

After you send an RFQ, you can add access to external users using the "Share" button on an RFQ. This does not automatically resend the RFQ to newly added users; however, users can still download the files. This is useful if someone who was not initially sent the request needs access to download files.

RFQs can be sent to shared email addresses (e.g., rfqs@supplier.com). Anyone with access to the shared inbox can download files by logging in with that email address and a one-time password sent to that address. Exercise caution when sending RFQs to shared inboxes to ensure all recipients are eligible to receive the shared files.