Resending/Updating and Managing a Quote Request

In our previous article, we discussed how to load quote requests. You can read more about that here.  In this Article we will explain how to update and resend a quote request.

Managing a Sent Quote Request

After sending a quote request, click the three-dot action menu next to it to access the following options:

• Edit & Resend the Quote Request
  If the original quote request needs to be updated and resent you can click this button to update any information including the due date if its expired and then re send to your supplier or Contractor.
  

• Resend the Quote Request
  If the supplier/contractor didn’t receive or accidentally deleted the original request, you can resend it quickly without updating it here. 

• Copy to Quote
  Once you receive a quote, use this to manually load the pricing into your system so it will be linked to the original Quote Request

• Close the Quote Request
  Use this option if you no longer need a quote and want to mark the request as closed.

Edit and Resend the Quote Request

Selecting this option will re open the quote request for you to make any edits you need. You cannot change the supplier/Contractor as its linked to the original person you sent it to. You would need to close and re create a new one to change this field. You can add/remove attachments, update the date required, change category/sub category and add instructions. 

Once you are done editing you can pre Re-Send to send it to the recipient/s or you can just push save which will update in Rave only. 

Resending a Quote Request 

Selecting this option will pop up the resend option. you cannot make any changes here it will just resend the original Quote Request again. Pressing Resend Request will trigger the email to the contractor/supplier (s). 

Copy to Quote

This option will open the create a quote model allowing you to manually create a new quote based on the supplier/contractor pricing they have given you. For more detailed instructions on how to create a quote click here. The only difference between creating a quote from scratch and this option is your new quote will have an associated Quote Request Number in the top as per the below screen shot linking this new quote to the original request. 

Closing a Quote Request

When you want to close a quote request that you are not going to use or because you loaded a quote without linking it to the Quote Request, you have the option to notify the recipient (or not) of the cancellation along with a free text box to add a message for them.

Select the 3 dot menu beside the Quote Request and select Close Quote Request

The model below will pop up for you to either notify the Recipient or not and add a message