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 -> create 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.