How to Send an RFQ
BPS

Builder Prime Support

Created Oct 27, 2022

How to Send an RFQ

3
    j

Builderprime

29 Steps
1

Go to the project

2

Click on Scope

Click on Scope
3

Check which tasks you want on the RFQ

Check which tasks you want on the RFQ
4

Click on Add to RFQ

Click on Add to RFQ
5

You're able to merge with an existing RFQ if needed

You're able to merge with an existing RFQ if needed
6

You can check or uncheck the boxes to show notes

You can check or uncheck the boxes to show notes
7

You can add any additional details as needed

You can add any additional details as needed
8

Chose a deadline date for your RFQ using the calendar

Chose a deadline date for your RFQ using the calendar
9

Click on 31

Click on 31
10

Add any additional notes to the subcontractor.

Add any additional notes to the subcontractor.
11

Click on Create RFQ

Click on  Create RFQ
12

You're able to add attachments if needed

You're able to add attachments if needed
13

Click on Subcontractors

Click on  Subcontractors
14

Click on the Select box to activate

Click on the Select box to activate
15

Choose your subcontractors from the drop down menu

Choose your subcontractors from the drop down menu
16

Click on Select box activate

Click on Select box activate
17

Click the checkbox next to the subs you want to send the RFQ to

Click the checkbox next to the subs you want to send the RFQ to
18

Click on Send RFQ

Click on Send RFQ
19

You'll be able to edit the email template if needed

You'll be able to edit the email template if needed
20

You can also change the text on the button the sub will see and click on to view the job

You can also change the text on the button the sub will see and click on to view the job
21

You're able to attach any company files

You're able to attach any company files
22

Click on Send

Click on  Send
23

Once a sub bids on the job, you'll receive an email notification

Once a sub bids on the job, you'll receive an email notification
24

Clicking on the button in the email will bring you to the bids on your RFQ

You can also access this in the Subcontractor menu option on the left-hand sidebar in Builder Prime. RFQs are at the bottom.

Clicking on the button in the email will bring you to the bids on your RFQ
25

Click on View Details

Click on View Details
26

Any notes from the subcontractor back to you will be here.

Any notes from the subcontractor back to you will be here.
27

Before accepting a bid, add any terms and conditions needed

Before accepting a bid, add any terms and conditions needed
28

Click on Accept Bid & Create Purchase Order

Click on  Accept Bid & Create Purchase Order
29

The RFQ will update automatically and send out emails to the lost/not accepted bids.

The RFQ will update automatically and send out emails to the lost/not accepted bids.
Well done!
Create how-to guides like this in a snap. Get Tango now.