By streamlining the quoting process, you can save time, compare prices more efficiently, and ensure accurate supplier communication—all from within your Schedule.
Before you begin...
To send a quote request, each product in your schedule must have a Supplier linked. Simply navigate to the 'Supplier' field and select the appropriate contact from the dropdown menu.
Not seeing your Supplier in the dropdown menu?
Your Supplier must have a designated point of contact in order to receive a quote request. To set this up:
Go to your Address Book and click on the pencil icon or 'See All Contacts' to open the supplier's contact card.
On the left side of the contact card, you'll find the supplier’s business details. The designated contact person or team should be entered in the top-right section—this is where the quote request will be sent.
Click '+ Add New', then enter the Contact Name, Role, Email, and Phone (optional).
Once this contact is added, return to your Schedule—the supplier should now be available in your dropdown list.
How to request bulk quotes
Gone are the days of manually emailing each supplier to request quotes! With just a few clicks, you can send quote requests to all suppliers listed in your schedule. Suppliers will only receive details about their own products—not your entire schedule.
Open your Schedule and ensure each product has a Supplier assigned.
Click 'Bulk Quotes' in the top toolbar.
Choose to send requests to all suppliers or select specific ones using the checkboxes.
Add an optional message with any project details that may help suppliers generate accurate quotes.
Click 'Send Quotes'.
Suppliers will receive a detailed quote request email that includes:
Your name and contact email
The project name
A line-by-line breakdown of the requested products
Your optional message
You’ll also receive a copy of the quote request for your records.
How to request a single quote
You can still request quotes individually if you need specific information about a product.
In your Schedule, locate the product row and click 'Get Quote'.
Add an optional message—it’s helpful to include relevant project details.
Click 'Send Quote'.
The supplier will receive a comprehensive quote request email, similar to the bulk request, but for the individual product only. The email will contain:
Your name and contact email
The project name
Product details
Your optional message
Once sent, communication will continue via your email inbox.
How suppliers receive and view your request
When a supplier receives your quote request email, they will see:
A subject line indicating a New Quote Request
Your studio name and logo
The supplier’s name and a message that you’ve requested a quote
A list of requested products with detailed specifications
A button to 'View Entire Message' to see all details at once
Clickable product links for detailed item specifications to ensure accurate pricing
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