To find the Request for Quote you wish to edit, hit the Quotes Request tab located at the navigation bar on the left, under Manage.
This will take you to the quotes tab where you will be able to see all the quote requests you have on the platform.
Finding your Quote
If you have multiple request for quotes, you can simply search for the request by the service, or sort by the deadline of either the quote submission or project start.
Editing your Request for Quote
Click on your Quote Request
Once taken to the overview of the quote request, you can review all vendor documents & quote requests. To edit your quote request details, click quote request details.
You can make any changes to the Quote Request's General Information.
Including:
Overall Budget,
RFQ Submission deadline,
Project Timeline (the ideal start and end date)
As shown below.
*Hit Save When You're Done*.
You can also make changes to the following:
1) Scope of Work
2) Additional Details
3) Attachments
1) Scope of Work
The Scope of Work is the document statement that contains the description and requirements of the service/work needed. It includes milestones, reports, deliverables, and end products that are anticipated to be fulfilled.
Summary of Scope of Work:
Line items: Name of the service
Item Description: Service information
Frequency: How often you want the service to occur (e.g. weekly, monthly, quarterly, semi-annually, or annually)
*Note you can add another line item to organize the scope of work as shown below. Vendors will have to bid on each line item provided, allowing for optimal responses for services provided
2) Additional Details
The Additional Details are any extra notes and information that vendors may need to know about the task at hand, or information to schedule a site visit.
3) Attachments
This section is for you to upload any files to give vendors a better understanding of the scope of work. These can be pdfs, documents or photos.
*Hit Save When You're Done*.
*Note any modifications made to the General Information and Scope of Work will be automatically communicated to the selected vendors for the quote request.
Adding More Vendors
To Add More Vendors to a Quote, hit the Quotes Request tab located at the navigation bar on the left, under Manage.
Select the quotation you are looking to add more vendors to. Click into the Quote Request.
Once taken to the overview of the quote request you can view all of your vendors status, and rating. You can also compare bids at the Bid Breakdown section amongst all the vendors from the respected quote request or you can also download a summary.
To adjust which vendors you've invited to your quote request, click the manage button & Add/Remove vendors as shown below to begin that process.
This takes you directly to the Marketplace. You can begin to add vendors to your cart by clicking the Request quote button as shown below.
You can always remove the vendor in your cart by clicking Remove under the vendor name.
After removing/adding a vendor, select Update Quote Request to update your changes.
You now successfully have the tools to Edit your Quote Request & Add More Vendors!
Looking ahead to Review and Award a Quote? or to Rate and Review a Vendor?
See our article on Reviewing & Awarding Your Quotes [https://help.vendorpm.com/en/articles/5303880-awarding-your-quotes]
See our article on Rating & Reviewing a Vendor