1. Set Up Your RFQ Web Form
How to Do It:
Navigate to Business Setup > Settings > Quoting and select the RFQ Web Form tab.
Customize the form fields (e.g., required information, file upload options) to match your business needs.
Use the live preview panel to see exactly what customers will view.
Why This Matters:
✅ Tailored Data Collection: Customize the form to gather exact details you need (e.g., part specs, quantities), reducing back-and-forth with customers.
✅ Professional Branding: A polished form enhances your company’s credibility and makes it easy for customers to submit requests.
2. Share the RFQ Form with Customers
How to Do It:
Copy the direct link to the form and share it via email, your website, or social media.
Embed the form directly on your website using the provided code snippet.
Why This Matters:
✅ 24/7 Accessibility: Customers can submit RFQs anytime, increasing lead generation.
✅ Seamless Integration: Embedding the form on your website creates a frictionless experience, encouraging more submissions.
3. View and Organize RFQ Submissions
How to Do It:
Go to Sales > RFQs to see all incoming requests.
Click any RFQ to view details like uploaded files, item descriptions, and customer notes.
Why This Matters:
✅ Centralized Tracking: Keep all RFQs in one place for easy prioritization and follow-up.
✅ Quick Access to Files: Review customer-provided documents (e.g., CAD files, specs) to create accurate quotes.
4. Convert RFQs to Quotes
How to Do It:
If you would like to create a quote from an existing RFQ, open an RFQ and click Convert to Quote.
Match items to existing products in your database or create new entries.
Why This Matters:
✅ Save Time: Reuse existing item data (e.g., pricing, specs) to avoid manual entry.
✅ Reduce Errors: Linking to existing products ensures consistency and minimizes quoting mistakes.
Pro Tip: If a customer requests a new item, use this step to add it to your catalog for future use!
5. Match Customers to Existing Records
How to Do It:
When converting an RFQ, link the submission to an existing customer profile in your system.
Why This Matters:
✅ Unified Customer History: Track all interactions (quotes, orders, RFQs) in one place for better relationship management.
✅ Faster Processing: Auto-populate customer details (e.g., billing address) for quicker quote generation.