[A] To create a Request for Quotation, click on the Quotations module on the left-hand panel(1). Click on the “+” sign at the top left and click RFQ(2).



[B] This will open RFQ page. Fill the required fields with the necessary information. Any field marked with an asterisk (*) is mandatory. After filling the details, scroll down to the bottom, and then  click on “Save Draft”(3) to save the document as a draft or “Save and Send”(4) to create the document





[C] After you click on “Save and Send” the RFQ will be visible in your Quotation Dashboard.




Keywords: Create request for quotation (RFQ), Make request for quotation (RFQ), New request for quotation (RFQ), Create RFQ, Generate RFQ