You can request product quotes with just a few clicks in your Programa schedule, saving you hours emailing individual suppliers directly.
Please note: Our platform's design has recently been updated, so you may notice differences in screenshots and videos in this guide compared to the current layout. The steps and functionality outlined in this guide remains the same.
Before you begin...
Your products must have a Supplier linked to them in order to send a quote request. Simply head to the 'Supplier' field, and select your contact from the dropdown menu.
Not seeing your Supplier in the dropdown menu?
Your Supplier needs to have a point of contact in order to be sent a quote request. To do this:
Head to your Address Book, and click on the pencil icon or 'See All Contacts' to open your contact card.
The contact's buisness information sits on the left of the card, and the direct contact person/team is entered into the top-right - this is where your quote request will be sent.
Click '+ Add new', and enter the 'Contact Name', 'Role, 'Email', and 'Phone' (optional).
If you head back to your Schedule, this contact should now appear in your list of available Suppliers.
How to request bulk quotes:
Gone are the long days of emailing suppliers one by one to request quotes for your scheduled products. Now you can email every supplier listed in your schedule, with just 2 clicks. Suppliers will only receive information relating to their products, and not your entire schedule.
Click Bulk Quotes in your top toolbar
Choose to send your request to all suppliers, or just a select few by clicking the relevant checkboxes
Add a short message. This is optional however it's recommended you include any project information you feel would be helpful to the supplier when creating your quote)
Click Send Quotes
Suppliers will be sent a comprehensive quote request email which includes your name, contact email, project name, relevant product information and optional message. You will also receive a copy of this request for your records by email.
How to request single quotes:
You can still contact suppliers individually if you'd like a single quote, or more information about a particular product.
To send a single request:
In the product row, click Get Quote
Add a short message- we usually recommend mentioning a few more project details.
Click Send Quote
Suppliers will be sent a comprehensive quote request email which includes your name, contact email, project name, relevant product information and optional message. You will also receive a copy of this request for your records by email.
Products that are excluded from Quote requests:
Please note, products marked with the below statuses are excluded from bulk requests, to save items being quoted multiple times.
Quoting
Closed
Rejected
Ordered
Payment Due
In Production
In Transit
Installed
Delivered