- The following article outlines a workaround for submitting a quote request in Procurify.
Procurify is not designed to create a quote request. The following article outlines how to create a workflow that will allow you to create a quote request step by step. There are initial setup steps required before you can create a quote request.
Before you begin creating an quote request:
With quote requests, 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.
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 "Quote Request":
- On the left-hand navigation bar, select Settings and under Customizations, click Customize Purchase Order Form.
- Select the PO PDF Labels tab, and click the orange + PDF Label.
- Name the new Label Quote or quote request 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 quote request.
Create an RFQ:
- Next, create an order request with all the Line Items set to 0.00 price. For detailed instructions on how to submit an order request, click here.
- The order request needs to be approved and a Purchase Order is created for All Vendors.
- The PO form for Quote Request is then used and sent to the Vendors for the quote.
- 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 order request must be created with the quoted price.
- The process here for the order request and PO are both standard workflows. The only changes to the flows would be if you needed to go back to the Quote and add information to the Custom Purchase Order Fields as noted above.