QuoteCQ | How to Navigate the RFQ

The RFQ list is a dashboard for your current and historical RFQs where you can easily access high-level quote information, RFQ specific processes, and manage quote status.

• Navigate to the RFQ list by clicking on the appropriate navigation icon in the left sidebar menu. 

• Easily filter the RFQ list in one of three ways: Assembly Status, Created By user and by searching or sorting the RFQ table columns directly. 

• Access the RFQ builder for a particular quote by clicking the Quote ID.

• Access the RFQ process for a particular assembly by clicking the Assembly ID.

• View RFQ status by step using the RFQ bubbles. Green represents complete RFQ stepsGrey represents incomplete RFQ steps

• Navigate to a specific RFQ process step by clicking on the relevant bubble

• Review and adjust the status of the quote from the Status column. The circle icon allows changes to the RFQ status - This may include cancellation of an in progress quote, putting a quote on hold or adjusting whether you have won, lost, or need to follow-up on a sent quote.

• Pricing must be completed at 100% for Materials and PCB tab (if this has been turn on in your instance) to show complete status in the RFQ list.

What's Next?

Now that you have an understanding of the RFQ List, learn how to create a new RFQ!