Visual guide
Create a quote request from a budget
Select budget items and create a draft request for quotation (RFQ).
5 minutes
Step by step
Follow each step on screen
- 01
Open Costs and contracts > Budgets and enter the project budget.
- 02
Turn on Multiple selection in the budget toolbar. It also works on an approved, read-only budget.
- 03
Select the items to quote and choose Create quote request.
- 04
If the item has no linked supplier, choose Create request for multiple suppliers to open the full wizard.
- 05
On Items, check the imported budget lines. Add other items or a manual line if needed.
- 06
On General, enter title, currency, response deadline and description; confirm the budget link.
- 07
On Suppliers, read how invitations work. This request is saved as a draft first; invite suppliers from its detail later.
- 08
On Review, check the title, currency, deadline, budget and item count; then create the request.
- 09
Verify the new RFQ number and Draft status. Overview shows description, currency and source budget.
FAQ
Frequently asked questions
What was verified and what remains untested?+
A draft RFQ with one item was created. No invitations, public links or bids were sent or received. A draft does not mean suppliers have been notified.
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