After selecting suppliers based on the services they provide, the Service Provider needs to send the Quote Request to the Supplierssuppliers.
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Scenarios
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On the Send Quote Request for part page, a Scenarios box will show all the selected suppliers and the services they provide:
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Quote Details
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A Quote Details box lists all the selected services. For each service:
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Email Options
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A box will display the email options for each Supplier: Click the PDF icon to open a PDF version of the email that can be saved.
Select the Send Email checkbox to ensure the email is sent (it is checked by default).
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Editing an RFQ Email
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Simple boilerplate email text is provided, but this can be replaced or modified as required.
A predefined set of text variables, such as Quote Ref and Supplier Name, are provided and can be dragged and dropped into the email as required. These variables are automatically populated when the corresponding data is entered into the system as part of the normal Administration workflow.
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The text variables can be dragged and dropped into any position in the email any number of times. They can't, however, be dragged and dropped within the email. To reposition a text variable within the email, place the cursor to the right of the variable and use the keyboard backspace delete key as you would to delete any text. Then drag another instance of the variable type from the list into the new position in the email
| Manipulating Email Text Variables |
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