A Request for Quotation (RFQ) is used by an organisation to source goods and services for a project. RFQs are generally issued on an ad-hoc basis, as requirements arise. The settings, locations and services you list on your account will determine if you match with an RFQ.
The RFQ list
Clicking on Request for Quotation from your Felix dashboard will take you to a page that lists all the RFQs that have been issued to you. Each column of the list contains some basic information relating to the individual RFQ.
You can view more detailed information about each RFQ by simply clicking the RFQ you would like to view, or by hovering over the more icon beside the relevant RFQ and selecting the View Details option from the drop-down menu.
Tip: By clicking on certain column headers you can re-order the list of RFQs. You are able to order them alphabetically, by date received or closing date, as well as a few others. You can also able to search and filter the list accordingly to make RFQs easier to locate.
An RFQ is broken up into several sections accessible by clicking on each section tab at the top of the RFQ. The table below outlines what is contained in each section.
|Job Details||The Job Details tab contains basic information about the overall job. This section displays important information such as the status of the RFQ, the quote close date, location and contact details as well as a list of the services you matched with on this RFQ.|
You can read more about the Job Details section of an RFQ by reading our guide; Understanding job details.
|Communications||The Communications section contains any correspondence between you as the vendor and the issuing organisation in regards to the RFQ.|
You can learn more about messages within an RFQ by reading our guide; Types of RFQ messages.
|Items/Packages||The Items/Packages tab contains the relevant information about each service that was matched and allows you to provide your quote against them.|
The fields in this tab and how to complete them are outlined in more detail in our guide; How to respond to an RFQ.
|Documents||The Documents tab contains a list of all the documents related to the services you matched with, that have been added to the RFQ by the organisation issuing it. In this section you can view information about each document such as its type, when it was added, if it has had any revisions and which service it applies to.|
|Notes||The Notes tab allows you to track any additional information that relates to the RFQ as well as set callback reminders. These notes will not be visible to the organisation.|
You can learn more about setting callback reminders and adding notes in our guide; How to add notes to an RFQ.
|Options||The Options section of the RFQ provides additional options when interacting with the RFQ such as downloading the RFQ, forwarding it to other recipients or declining to respond to the RFQ.|