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Sending Quote Requests

Send quote requests to vendors via email.

Requirements for Sending​

Before you can send a quote:

  • A vendor must be selected
  • A vendor email address must be entered
  • At least one Reply To email must be selected

Sending a Quote​

  1. Open a quote in Draft status
  2. Click Send Quote or Resend
  3. Review the send dialog:

Send To​

The vendor email (and CC if specified) where the quote will be sent.

Reply To​

Select team members whose email addresses should receive replies:

  • Pre-populated with the requesting user's email
  • Select multiple users if needed
  • At least one reply-to email is required
  1. Click Send Quote

What Happens When Sent​

When you send a quote:

  1. Email is sent to the vendor with quote details
  2. Status changes from Draft to Requested
  3. Sent Date is recorded
  4. Vendor receives a link to view the quote online

Vendor View​

When vendors click the quote link, they see:

  • Your company logo and contact information
  • Quote number and due date
  • Scope of work (if enabled)
  • Line items (if Show Item Detail is enabled)
  • Totals (if Show Totals is enabled)
  • Attached files

Vendors cannot edit the quote online - they respond with their pricing via email or phone.

Resending a Quote​

You can resend quotes at any time:

  1. Open the quote
  2. Click Resend
  3. Adjust reply-to emails if needed
  4. Click Send Quote

Resending does not change the status or create a new revision.

Quote Email Content​

The email sent to vendors includes:

  • Subject: "Quote Request from [Your Company Name]"
  • Link to view the quote online
  • Reply-to addresses for easy response
  • Any attachments included on the quote

Permission Required​

Sending quotes requires the Send PO permission. Users without this permission can create and edit quotes but cannot send them.

:::note Shared Permission The Send PO permission controls sending both purchase orders and vendor quotes. :::

Tracking Sent Quotes​

After sending:

  • The quote shows Requested status
  • Sent Date displays when it was sent
  • Monitor the Quotes list filtered by "Requested" status to track pending responses

Next Steps​