QuoteCQ: How to Download a bid sheet

After you've generated and sent a bid request to your supplier in CalcuQuote, you will know the bid requested has been returned and submitted by the bid card turning green in the header of the Material Costing tab.

When your supplier has submitted the bid sheet, you will receive an email where you can export the bid sheet into excel.

While on the Material Costing tab, you can also export the submitted and/or other status bid sheet into excel rather than needing to track it down in your inbox.

  1. In the Material Costing tab, navigate to the Bid Sheet square of the Supplier and click the little arrow to open the options.
  2. Click on Download Bid.

If the supplier submitted the Bid Sheet, the Bid you download will contain the supplier's information. 

If the supplier didn't submit the Bid Sheet, the Bid you download will be empty.

If you have the supplier's quote in another file or email, you could fill the Bid Excel yourself and import it into the system as it were the supplier who did it.