How to Create an RFQ from a Package

Last updated September 25, 2023
Written by Princess Luzadas

You can generate an RFQ from a package directly within a procurement schedule.

To create an RFQ:

  1. Select the package to which you will be adding an RFQ.
  2. Hover over the package title.
  3. Click the small down arrow that appears on hover.
  4. Select Create RFQ from the dropdown menu.

  5. Select which Folder the RFQ will be created from the dropdown menu.
  6. Select the project details which you would like to be copied into the request by clicking the checkboxes.
  7. Click the Create button. You will be taken to a new page to create the RFQ.

Once completed, the RFQ will be linked to the package. You will see this under the RFQ column.

You can have multiple packages in a single RFQ.

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