RFQ (Request for Quote)
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      3. RFQ (Request for Quote)

      QuoteCQ | How to Create an RFQ

      Starting a new RFQs is fast and easy in CalcuQuote

      Step 1: Start a New RFQ

      Simply navigate to your Dashboard or RFQ List from the left-side menu bar and locate the “+ New RFQ” button at the top of either view.

      Clicking the New RFQ button launches the RFQ form where pertinent Quote, Customer, and Assembly information will be populated.

      Tip: The CalcuQuote RFQ process is designed flexibly to align quoting with your standard business processes. All RFQ inputs can be configured to include the options to synchronize CalcuQuote with your company.

      Step 2: Quote Information

      Lay a foundation for your quoting team with high-level information that will be utilized to determine in-scope RFQ steps and the customer timeline.

      To complete the Quote Information section, you will be required to populate:

      • Job Type: E.g. Turnkey, Consigned, or Materials
      • Order Type: E.g. New Customer, Repeat Customer, or even a Revision

      Tip: your drop-down options may vary depending upon your company's configuration. Reach out to your CalcuQuote Account manager to configure your own options.

      • Quote Note: - Customer and/or quote requirements displayed to the quoting team as an internal note. No worries! This information will not be shown to anybody outside your CalcuQuote instance (customer or supplier).

      Additional Quote Information fields enable communication of supplementary details to the quoting team including:

      • RFQ Submitted By - The user populating the RFQ page

      • RFQ In Date - Date the New RFQ form is submitted

      • Quote Due Date - Date customer expects quote delivery.

      Optional Step: Custom Checklist

      QuoteCQ is designed to be flexible and adjusted to your needs. You can further customize the RFQ form by adding unique inputs, lists, and requirements. Whether it be sales information or risk mitigators, the upgraded RFQ form can more easily support your data collection goals.

      Step 3: Customer Information

      It is important to accurately identify the Company and Customer Point of Contact on a new RFQ. Customer Information is included in the final published quote among other downstream reports.

      Select an existing Customer: To complete the Customer Information section for an Existing Customer, you will be required to populate:

      • Customer: Enter the company or entity name requesting a quote.
      • Customer Contact: Select the customer point of contact expecting delivery of the published quote.

      Tip: If you are unsure whether your customer already exists in the system, begin entering the customer name and the system will immediately return results as it encounters matching characters.

      Create a new Customer: 

      To establish a new Customer for your quote, follow these additional steps:

      1. Click the + icon next to the Customer input field to open the “Add New Customer” view.
      2. Populate the required Customer fields including Industry, Category, and Company Name.
      3. Click Submit to save your new Customer

      Create a new Customer Contact: To establish a new Customer Contact for your quote, follow these additional steps:

      1. Click the + icon next to the Customer Contact input field (only visible once the Customer has been entered) to open the “Add New Customer Contact” view. 
      2. Populate the required Customer Contact fields including First Name and Last Name.
      3. Click Submit to save your new Customer Contact.

      Step 4: Assembly Information

      Assembly Information is an essential part of the CalcuQuote RFQ process influencing Labor, Materials, Overhead and beyond.

      Each RFQ requires at least one Assembly but may include multiple assemblies to support your quoting needs.

      To complete the Assembly Information section, you will be required to populate:

      • Assembly Number: Company specific assembly identifier.
      • Quantity: The quantity of this assembly requested by the customer.
      • Turn Time: Allowable period to deliver the requested customer assemblies (days/weeks).

      Additional Assembly Information fields enable communication of supplementary details to the quoting team including:

      • Assembly Name: Company specific naming convention for the assembly.
      • Rev: A company specific revision identifier (if applicable).
      • Additional Requirements: Customer needs/requests to track.
      • Add Documents: Gerber and/or other files to help facilitate quoting.

      Manage multiple quoted quantities:

      1. Click the + icon to the right of the quantity input field to add an additional quantity.
      2. Click the x icon to the right of the quantity input field to remove a quantity.

      Manage multiple turn times per quantity:

      1. Click the + icon to the right of the turn time input field to add an additional turn time.
      2. Click the x icon to the right of the turn time input field to remove an additional turn time.

      Step 5: Submit your RFQ

      • Review your quote.
      • Ensure all required fields are populated.
      • Submit your RFQ via the button at the bottom of the page.

      What's Next?

      Now that you've submitted an RFQ, learn how to upload your BOM!