QuoteCQ: How to send a Bid Reminder

Are you still waiting for your supplier to submit a bid request? Use QuoteCQ to send a reminder

Index

• Send a Bid Reminder from the Material Costing tab
• Send a Bid Reminder from the Bid Management screen
• Automate your Bid Reminders

Send a Bid Reminder from the Material Costing tab

1. Navigate to the material costing tab and locate the Supplier's bid you'd like to send a reminder for.
2. Inside the Bid square, click on the little arrow. This will display the bid actions.
3. Click on "Send Reminder"
   
4. QuoteCQ will populate a question pop-up and will give you to options:
   
   1. No, email the same list, in order to send the reminder to the same contacts the bid was originally sent to.
   2. Yes, add email addresses, in order to add additional contacts to the bid and the reminder. 
      If you select this option, QuoteCQ will display a pop-up to enter the additional email address. 
      
5. Upon selecting the desired option, the reminder will be sent.

Send a Bid Reminder from the Bid Management screen

1. Navigate to the Bid Management screen and use the filters to locate the bid you want to send a reminder for.
2. Select the bid(s) from the left hand tick icon and click on Actions > Send Reminder.
   
3. QuoteCQ will populate a question pop-up and will give you to options:
   
   1. No, email the same list, in order to send the reminder to the same contacts the bid was originally sent to.
   2. Yes, add email addresses, in order to add additional contacts to the bid and the reminder.
      If you select this option, QuoteCQ will display a pop-up to enter the additional email address. 
      
4. Upon selecting the desired option, the reminder will be sent.

Automate your Bid Reminders

Bid reminder can be also automated per Supplier. Follow the steps in the button below to learn how.