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Quote - How to Share an Existing Bid with an Additional Supplier Contact

Steps for re-sending out a bid sheet to additional supplier contacts after the initial bid has been sent via QuoteCQ.

Taylor Baker avatar
Written by Taylor Baker
Updated over a week ago

Do you have multiple contacts for the same supplier? Have you already sent out a bid sheet to one of your contacts and now need to share it with an additional contact?

Rather than having to generate a new request, you can now update the bid request to share with an additional contact from the same company.


How to Send a Bid That has Been Previously Sent to a New Contact:

1. Click Send in the bid card located in the header of the Material Costing tab.

2. Select Update Bid in the dropdown

3. Within the Bid Request info window, choose Select Supplier

4. Choose which contacts to add and then click save.

Once saved, the bid will be emailed to the newly added contact, and they will be able to access and respond to it in their Supplier Portal account linked to that email address.


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