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 with local vendors who have onboarded to your organisation through Felix. This intelligent matching is based on the specific services and location that you have requested in the RFQ. Matching parameters are subject to configuration and may differ for your organisation.

Accessing an RFQ for review

To access an RFQ for review:

1. Navigate to Projects & Quotes > Requests for Quotation from your Felix dashboard
2. Locate the RFQ you would like to review
3. Hover over the ‌ more icon beside the relevant RFQ
4. Select View Details from the drop-down menu
5. Click the Vendors List button at the top of the page to access a summary of the RFQ and matched vendors

Note:  You will not be able to access the Vendor List section until the previous sections have been completed. You can learn how to do so in our guides, How to create an RFQ, How to upload documents to an RFQ and How to add services to an RFQ.

Review and distribute an RFQ

To review your RFQ:

1. Expand the Quote Overview section by clicking the orange arrow icon beside the section title and confirm the information within
2. (If required) Click the Edit Request for Quotation button to revise any information
3. Expand the Documents Summary section by clicking the orange arrow icon beside the section title and confirm the information within
4. Expand the Vendor Summary section by clicking the orange arrow icon beside the section title and review which vendors have been matched with your request
5. (If required) Un-tick the checkbox beside any vendors that you would not like to distribute the RFQ to
6. (If required) Manually add additional vendors to the RFQ by typing their name into the search bar and selecting the relevant vendor. Once you have selected all the vendors you wish to include, click the Add button
7. After reviewing each section, click the Send Request for Quotation button to distribute the RFQ, or if your organisation has enabled the Approval Workflow feature, click the Next button to proceed

Tip:  If your organisation has enabled the Approval Workflow feature you will be required to request approval from other organisation users before you will be able to distribute the RFQ. You can read more about requesting RFQ approval in our guide, How to request RFQ approval.

Note:  The ability to manually invite vendors to an RFQ is an optional feature and may not be enabled for your organisation.

Distribute an RFQ after approval

If your organisation has enabled the Approval Workflow feature and your RFQ has been approved, you will then be able to distribute the RFQ to vendors and start receiving quote responses for the service/s included.

To distribute the RFQ after approval:

1. Navigate to Projects & Quotes > Request for Quotations from your Felix dashboard
2. Locate the approved RFQ
3. Hover over the ‌ more icon beside the relevant RFQ
4. Click on Approval Overview from the drop-down menu
5. After being directed to the approved instance for your RFQ, click the Send RFQ to Vendors button to distribute the RFQ

Note:  After distributing the RFQ its status in the RFQ listing will be set to Open.