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Create an RFQ from a Quote

Feature Requests

It would be really helpful to be able to create an RFQ from a Quote and vice versa so that we can ensure that we use all the same language, details, etc. Also, you can create a PO from a Quote, but what if we ultimately don’t want to purchase the item. Would make sense to add the RFQ into the drop down with the PO is.

Posted by Elana Mendelson ·
2 comments

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Comments2

  • Holly Miller

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    Dec 30, 2024

    We have previously requested the feature as we typically operate the same way. We create an RFQ then have to duplicate all the information and vice versa. This would eliminate a huge amount of rework and the potential for mistakes.

    • Elana Mendelson

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      Dec 30, 2024

      100% I’m going to post this in the FB group b/c I’ve noticed a lot of ppl have requested this and there hasn’t been any movement, sadly. It’s a total waste of time to have to retype everything and would make sense to have an RFQ before an RFP.