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Updating a quote request on behalf of the trade/supplier
Updating a quote request on behalf of the trade/supplier

What to do when RFQs are responded to by trades/suppliers outside of Buildxact.

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

If you've sent out a quote request to a few trades/suppliers and one of the recipients sends a direct email or phones you directly instead of going through the online portal to get the price and quote back to you, the following steps outline how you can enter the quote into Buildxact on their behalf.

  1. Head to the relevant estimate.

  2. Click on the Requests for Quotes tab.

  3. Click on show recipients for the quote request in question.

  1. Click view for the recipient in question

  1. Click on Costings to view and edit the costings for that recipient's quote request.

  2. Enter the price as needed.

  3. Click Save & Close. Note that the recipient will receive a notification of the change, it advises them that you have changed the quote on their behalf.
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Check the status box is set to submitted.

Click Save & Close.

You can now select this supplier's quote to be used in your quote if you want to use them.

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