Sending RFQs

What is a Request for Quotation?
A request for quotation (RFQ) is a business process in which a company or public entity requests a quote from a supplier for the purchase of specific produc...

Understanding RFQs
A Request for Quotation (RFQ) is a general term for formal sourcing activities in Felix. It is usually a request sent to obtain offers from vendors on speci...

How to create an RFQ
A Request for Quotation (RFQ) is a general term for formal sourcing activities within Felix. It is usually a request sent to obtain offers from vendors on s...

How to upload documents to an RFQ
After completing the Job Summary section of your RFQ, the next step is to upload any relevant documentation. The Documents section of the RFQ creation form ...

How to add services to an RFQ
After creating a job summary and uploading any required documentation to an RFQ, the next step in the RFQ creation process is to add all service and/or pack...

How to Create a Custom Pricing Schedule
During RFQ creation, an option to create a pricing schedule is available when your organisation has set your chosen category or service (e.g. Electrical Ser...

How to review and distribute an RFQ
After adding the relevant services, the next step is to review the RFQ and distribute it to the matched vendors. Note:  You will automatically match wi...

How to Assign a New RFQ Owner
Managing RFQ ownership helps you assign an RFQ to the appropriate person to be notified if there are any concerns relating to the RFQ. This is also helpful ...

RFx Events (Alpha Release): How to Create an RFQ
Organisations like yours typically have many forms of sourcing events issued to the market. To reflect the variety of events such as RFQ, RFP, and EOI, we...

RFx Template Configurations
Organisations like yours typically have many forms of sourcing events issued to the market. To reflect the variety of events such as RFQ, RFP, and EOI, we...