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Managing & Editing your Request for Quote & Adding More Vendors

Enterprise Leaders and Property Manager

Mippy Goodfellow avatar
Written by Mippy Goodfellow
Updated yesterday

Accessing Your RFQs

  1. From the left-hand navigation menu, click Quote Requests under Manage

  2. This will take you to your full list of RFQs

Finding your Quote

Use the search bar to locate RFQs by:

  • Service name

  • RFQ submission deadline

  • Project start date

You can also sort by deadline to bring upcoming or past RFQs to the top.

Editing your Request for Quote

  1. Click into the RFQ you wish to edit

2. On the overview page, 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.

*Click 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.

*Click 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.

Overview Section

Once taken to the overview of the quote request you can view all of your vendors statuses and ratings.

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.

Inviting More Vendors to Your RFQ

Important: Inviting a vendor to an RFQ does not add them to your vendor list or Preferred list. This is a one-time invitation to quote on the specific job.

  1. From the RFQ overview, click Manage

2. Select Invite/Remove Vendors

3. You’ll be taken to the Marketplace search

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.

Adding Vendors from the Marketplace

  1. Use the filters to narrow your search by service type, location, compliance status, etc.

  2. Click Request Quote next to any vendors you'd like to invite

  3. Vendors appear in your cart (you can remove them before confirming)

  4. Click Update Quote Request to finalize

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

[ https://intercom.help/vendor-pm/en/articles/5166642-rating-reviewing-a-vendor]

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