Creating requests for quotes

The request for quote (RFQ) record contains details about the products and services that you want to purchase, cost details, and vendor companies. You create an RFQ record for small projects or one-time projects that don't require a contract.

1. Select Procurement > Proposals > Requests For Quotes and add an RFQ record.
2. On the General tab, enter the name of the project and specify the contact person.
3. On the Cost Form tab, add the products or services for the project.
4. On the Vendors tab, add the vendor companies to which you want to send the RFQ record.
5. Create a draft and issue the RFQ record.