[https://code.jquery.com/jquery-3.3.1.min.js%22%3E%3C/script%3E] [https://hubapps.miniorange.com/miniorange-hubspot.js%22%3E%3C/script%3E]

QuoteCQ: How to Rename Bid Columns in CalcuQuote

Need your bid templates to reflect your team’s terminology and supplier expectations? Now you can customize bid columns, define allowed values, and give your suppliers clearer direction — all without leaving CQ.

Step 1: Navigate to Bid Column Configuration

  • Go to ConfigurationMiscTerminology.
  • You’ll see a list of all pre-defined CQ bid columns.

Step 2: Rename Default Columns

Each row will include:

  • CQ Default Column Name as Original Label

  • Custom Column Name as New Label

Click into the New Label cell and enter your preferred label

Step 3: Activate or Inactivate Columns - 🛠️ Coming Soon! 

  • You can activate/inactivate any custom column unless it is required by CQ.

  • Toggle availability based on what’s relevant to each bid template.

📄 Step 4: Include Columns in a Bid Template

  • Navigate to Bid Templates and select/create a template.

  • Choose which custom bid columns to include.

📤 Step 6: Use the Template in a New RFQ

  • Create a New RFQ or New PLA Quote.

  • Select your bid template during the RFQ setup.

  • When suppliers receive the bid request via BidCQ:

    • They’ll see your custom column names.

    • They’ll be required to enter values that match your allowed values.

    • If they try to enter an invalid value, they’ll see an error message.