Enter your search term here...
Profile & preferences
Account & security
First steps for vendors
Onboarding with organisations
Entering vendor details
Receiving an RFQ
Communicating with vendors
Working with projects
Creating procurement schedules
Using approval workflows
Tips & tricks
Contractor how-to videos
Vendor how-to videos
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 manage quoting periods
A vendor can only submit their quote response to your RFQ during the assigned quoting period. Felix allows you to extend, shorten, close and re-open the quo...
How to accept a contract deviation request
Felix gives vendors the ability to submit a contract deviation request if they wish to deviate from the standard terms and conditions of an engagement. Staf...
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 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 ...
How to Assign a New RFQ Owner on Open RFQ
Not only you can can manage RFQ ownership during RFQ creation but as well as on open RFQs. Assigning a new RFQ Owner on open RFQ To assign a new RFQ Ow...
How to correspond with vendors
During the quoting period of an RFQ, you may wish to correspond with your vendors, either directly or by sending an addendum or notice to tendering vendors....
How to suspend a contract deviation request
If a vendor has submitted a contract deviation request that your organisation does not wish to accept, you have the ability to suspend the contract deviatio...
How to Remind Vendors to Quote
Felix gives you the ability to view the progress of each vendor's response to your RFQ in real-time. Before the quoting period closes, you can send a r...
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 ...