RFQ & vendor quotes

Package scope into an RFQ, send it to vendors by trade, compare returned quotes against your budget, and fold accepted prices back into pricing.

Purpose

Get real vendor prices for quoted scope — equipment, panels, feeders, and other bought-out items — and compare them against your internal budget.

RFQ is optional and runs in parallel with your internal pricing; the pricing schedule stays the source of truth.

The RFQ pack

From the project, the RFQ Pack bundles vendor line lists, drawing attachments, exceptions, and a quote-comparison template.

Steps

  1. Assign vendors by trade — add vendors from your master vendor directory with + Add Vendor.
  2. Preview & Send RFQ — set the quote-required-by date and notes, choose automatic vs manual items, and send to one or more vendors. Status moves Not Sent → RFQ Sent → Quote received.
  3. Vendors respond — each vendor fills in item pricing in their Request for Quotation portal and submits.
  4. Compare quotes — the Quote comparison tab lines up your budget columns against each vendor's columns. View full quote, Accept quote, or delete.
  5. Export the pack — Export bundle for sharing.

Relation to pricing

Accepted vendor quotes give real prices for bought-out scope; feed them back into the pricing schedule alongside rate-card-priced labor and materials.

Related