How to create a Request for Quote

Procurify is not designed to create a Request for a Quote (RFQ). The following article outlines how to create a workflow that will allow you to create an RFQ step by step. There are initial setup steps required before you can create an RFQ.

Steps:

Before you begin creating an RFQ: 

1. With RFQ, no vendor can be attached to the request. Before beginning this process, it is recommended that a Vendor is created titled All Vendors. Click here for instructions on how to create a new vendor in Procurify. 

2. Additionally, a new Account Code should be created to track Quotes vs. Purchase Orders. This Account Code could be titled Quotes. Click here for instructions on how to create a new Account Code. 

Create a unique Purchase Order labeled RFQ: 

1. On the left-hand navigation bar, select SETTINGS and under Customizations, click Customize Purchase Order Form.
2. Select the PO PDF Labels tab, and click the orange + PDF Label.
3. Name the new Label Quote or Request for Quote or something similar and select CREATE. Now go through the existing labels and modify them - For example, The label Purchase Order could be replaced with Request for Quote.
    

Create an RFQ:

1. Next, create a Request for Order (RFO) with all the Line Items set to 0.00 price. For detailed instructions on how to submit an RFO, click here. 
2. The RFO needs to be approved and a Purchase Order is created for All Vendors.
3. The PO form for Quote is then used and sent to the Vendors for the quote. 
4. Once the price has been quoted the PO can be Canceled/Closed. There is no way to modify the Vendor on the PO, so a new RFO must be created with the quoted price.