Your Builds Quote Requests

The builds quote requests section lists all of your current requests to tender – each quote request includes it’s quote request number, project name, the date the quote request was created, your quote submission due date, and a quote request status:

  • A Pending status means that you haven’t opened this quote request yet
  • A Viewed status implies that you have opened the quote request
  • Quoted means that you have sent your quote/tender back via RAVE
  • Accepted means that your quote has been confirmed and the pricing locked in

 

Text in RAVE's teal colour are clickable links, so clicking on the Quote Request number or the ‘Show’ button will take you to the quote request, while the Project Name links you to the project overview.  



Viewing, creating, and Declining a Quote Request  

You can access a quote request by clicking on the Quote Request number, or clicking the ‘Show’ button to the right.  This will open the Quote Request, display the quote request details, and any attached documentation.  

 

From here, you can easily add a quote, or decline the quote request via the two buttons to the top right of the screen.  



The two ways to Submit a Quote Request through RAVE

 

Submitting a Quote via a Quote Request


Firstly, you can create a quote, from the opened quote request, by clicking the ‘Add a Quote’ button. You can fill in all the fields that are not greyed out, add inline items with costings if you want to, and attach documentation as required.



Steps to create a Quote via a Quote Request

  1. To create a quote, you must have a reference number or name/description for the quote - this is auto-populated by RAVE, but can be anything you like. If you are using your own external pricing system that generates a quote number, you can type this into the quote reference field. 
    • The building company's name will already be loaded, and this field is greyed out.
    • The project number is also greyed out, as this is auto-selected when the quote request is sent to you. 
  2. You need to choose how long your quote is valid. If there is no expiry you can select ‘No Due date’. 
  3. Decide if your pricing is to include or exclude GST.
  4. Add any required attachments i.e. a pdf version of your quote, or plans you’re submitting back to the building company.  
  5. The scope of works box is for you to type in a brief description of the works being quoted.
  6. Add any inclusions or exclusions. 
  7. To add the pricing
    • Firstly click on ‘Add a line item’.
    • Then type a brief description of the line item into the description box
    • Select an appropriate unit of measure
    • Add your quantity
    • Your price and GST
    • Then click Save. 
  8. Once you are happy with your quote, click the ‘Send’ button to send it off. 


An email notification will be sent to the building company/builder to let them know you have submitted your price. They can then choose to accept this or correspond back with you for further details.

 

Once you submit your quote, the quote request status will change to Quoted - as you await acceptance.

If the building company accepts the quote the status will change to Accepted and they will be in touch with further details.



Submitting a Quote via the Project’s Tender Folder
 

If you choose not to submit a price via the Rave Quote Request system, you can just upload your own tender/quote submission directly into the Tender folder of the project’s Files sub-tab.  

 

 

Steps to add a Quote via the Project’s Tender Folder

  1. Click on the Project ID/Job Number to open the job
  2. Click on the Files sub tab (to the top left of the page)
  3. Click the Tender folder – this will scroll you down to the Tender folder section
  4. Click on the cloud icon within the Tender folder – this will open up your device's file browser, allowing you to select the relevant file(s) to load.  


    NOTE: Any documents that you load into the Tender folder are only viewable by your business, the building company staff, and the site manager. 


You can load as many documents here as you need to.  An email notification will be sent to the building company/builder to let them know you have submitted a tender document(s). They can then choose to accept this or correspond back with you for further details. 



Declining a Quote Request

 

You can decline a Quote Request, by clicking on the ‘Decline’ button, typing a message into the Decline Quote Request pop-up, then clicking the ‘Decline Quote Request’ button. This will notify the building company/builder via email that you do not wish to submit a price and the quote request will move to the ‘Closed’ status.