FAQs
Q: When emailing a supplier quote, will the supplier receive it as a PDF?
Ans: The ability to send out a PDF receipt of the submitted quote is, in fact, available. This happens when the supplier fills out a quote. The supplier receives an email with a PDF attached, which contains the data that the supplier has filled out. As seen below:
Q: How to add a new supplier inside the subcontractor tab?
Ans: You can start off by creating a new supplier inside the “Supplier tab”
Once created you can head over to the subcontractors tab inside your Bid package’s estimate then → Add Assembly -> You can either add existing assemblies or create a new assembly -> double click on cell (supplier) add the supplier you want.
Q: How to be notified when a vendor completed a quote?
Ans: You can enable notifications by heading over to your account’s preferences (settings):
Then make sure to enable these settings & hit save preferences:
Once that’s done, and the quote is sent out to your supplier(vendor) and they’ve filled it out you’ll receive a notification like this in your inbox.
Disclaimer: This is email only, not In-app notifications.
Q: How do I select a specific quote from a specific vendor?
Ans: Click on quote leveling, you’ll see all the vendors who’ve already returned their quotes. Then select which one to accept by clicking on the check boxes and then hit accept quote items. To finalize you can hit complete leveling to complete the quote.
Q: How to add a new supplier under subcontractors when creating a new assembly?
Ans: 1st: Create a supplier within the Supplier page Next: Head over to your Database → Add Assembly -> Create Assembly -> double click on the cell (supplier) and add the supplier you want.
Note: You can also add or create assemblies within the Estimate tab as well:
