Visual guide

Start a quote request from Quotes

Open the creation wizard directly from Quotes instead of first selecting budget items.

2 minutes
Product screenshot: Start a quote request from Quotes
Step by step

Follow each step on screen

  1. 01

    Open Costs and contracts > Quotes. Choose New quote request, rather than New request from budget.

    Step 1: Open Costs and contracts > Quotes. Choose New quote request, rather than New request from budget.
  2. 02

    On General, enter title, currency, deadline and description; select a budget if you will link items.

    Step 2: On General, enter title, currency, deadline and description; select a budget if you will link items.
  3. 03

    Continue through Items, Suppliers and Review. This order starts with General; check everything before creating.

    Step 3: Continue through Items, Suppliers and Review. This order starts with General; check everything before creating.
FAQ

Frequently asked questions

What was verified and what remains untested?+

Only the first wizard step was opened and verified. No second RFQ was created; later steps are described from the visible wizard and the separate budget-based walkthrough.