Help and guides
How to use the RFQ systemNew to the app? Start with Getting started. The other guides walk through each part of the work, from creating an RFQ to recording whether a quotation was won. Inside the app, the ? button at the top opens the guide for the page you are on.
- Getting startedYour account, your device, what your role can do and how an RFQ becomes a quotation.
- Creating and managing an RFQCreate an RFQ, add lines by hand or from Excel, attach files and assign estimators.
- Costing a lineWork a line from drawing to price: sheets, markup, one-time costs, quantity breaks and completion.
- Approvals and statusesWhat each status means, who can move it on, and who is told.
- QuotationsQuote some or all of an RFQ's lines, or start with no RFQ; issue, revise and record the outcome.
- Customers and Product MasterCustomer records, contacts and addresses; parts, revisions, validation and price history.
- Master data, FX rates and usersThe reference tables behind costing and quotations, how exchange rates are chosen, and user accounts.
- Analytics, notifications and My TaskOverview tiles, Analytics, the bell, My Task, Tickets, search and shortcuts.
- Connecting the AI AgentAsk the built-in assistant, or let Claude, ChatGPT or another client read and act on your RFQs and quotations, within your role.
- Troubleshooting and FAQWhat common messages mean and what to do about them.