QuoteCQ: How to Add a supplier contact when sending a bid

Adding a Contact in Material Costing:

  1. Navigate to the Material Costing tab.
  2. After selecting the lines you would like included in the bid, click on Edit, then Add to Bid Sheet (a popup will open)
  3. Within the popup, select + Add Contact
  4. Next you will need to choose the Supplier you would like to add the contact for. Then click the + button next to the Supplier Contact drop down.
  5. Finally, you will need to add the person's name and email address, as well as any other information you would like to include. Then click Save.
  6. Once you have Saved the contact, you can go back to the Bid Request popup and choose the contact from the dropdown.