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You can create a Request For Quote (RFQ) from a number of places in Chase, depending on your user rights.

A RFQ can be added from:

  • the Cost Estimate
    Creating a Request For Quote for a job using the Cost Estimate option allows you to order accurately based on what the client will be billed for. This will link the RFQ directly to the related Cost Estimate.


  • a specific line item on the CE where an external cost is expected.
    If you just want to quickly create an RFQ for a single item in the Cost Estimate, you can use the Create a Request For Quote based on this line option.
    This button only shows on external items as these are, by definition, items that you would want a Supplier to provide. 

  • the Add New button
    Creating a Request For Quote for a job using the Add New option creates the RFQ that is not related to a Cost Estimate. This is not ideal for most agencies, where they need to keep track of what has been ordered, compared to what the client will be billed for.


Find out how to:

Step-by-step guide


Adding an RFQ from the Cost Estimate


  1. Open the CE with the line item(s) for which you want to request a quote.

     Adding an RFQ from the Cost Sheet

    1. Click the Shortcut Menu and select Request For Quote



      The Create Request For Quote dialog appears with all External line items listed.


      To complete the process, continue to step 2.

     Adding an RFQ for a single line item


    1. Click the Create a Request For Quote based on this line icon next to the relevant line item.



      The Create Request For Quote dialog appears with the selected External line item listed.

      To complete the process, continue to step 2.
  2. Select the line item(s) that need to be ordered. If this dialog was launched from a specific line item, that will be the only line displayed. 

  3. Click the Create button.



    The Request for Quote screen appears. The RFQ is in Draft status with no costs. 

  4. Select the Deliver By date and time that you want this item to be delivered.




  5. To add Quote documents against desired suppliers, click the Shortcut Menu and select Quote.

    Quote documents are created so that you can capture the details from the supplier(s) when you receive their quote.





  6. On the Create Quotes dialog, select all suppliers to which you want to send this request for quote.

  7. Select the Contact person at the supplier.

    If you uncheck Send Email, you'll skip the Email dialog (step 9 below) and the quote(s) will be created.
  8. Once satisfied with all selected suppliers, click the Send button.



    The Send Notification for Request For Quote dialog appears. 

    Notice that all selected supplier contacts appear on the To (Supplier Contact) field and the body of the email shows the line item details.
  9. Enter all details about this RFQ and click the Send button.



    The status of the RFQ will change from Draft to Pending



    The number of quotes will be added on the job tree. Please note that these quotes will remain in Draft status with no value.

    Once the supplier responds to your request for quote, you need to capture the quote details on the correct quote and attach any related supplier document.



Adding an RFQ from the Add New button


  1. Open the Job Bag for which you want to request for quote and click the Add New button on the Ribbon.



  2. The Add New dialog appears. Select the Request for Quote from the Document Types section and click the Create button.



  3. The Request For Quote screen appears. Enter a short description of the RFQ in the Description field.

  4. Enter details about the RFQ in the Details field.

  5. Select the Deliver By date and time that you want this item to be delivered.

  6. Under the RFQ Details tab, click the Add New button.



  7. Select the work type to be ordered and enter the desired number of units that need to be ordered.



  8. To add Quote documents against desired suppliers, click the Shortcut Menu and select Quote.

    Quote documents are created so that you can capture the details from the supplier(s) when you receive their quote.





  9. On the Create Quotes dialog, select all suppliers to which you want to send this request for quote.

  10. Select the Contact person at the supplier.

    If you uncheck Send Email, you'll skip the Email dialog (step 12 below) and the quote(s) will be created.


  11. Once satisfied with all selected suppliers, click the Send button.



    The Send Notification for Request For Quote dialog appears. 

    Notice that all selected supplier contacts appear on the To (Supplier Contact) field and the body of the email shows the line item details. If you uncheck Send Email, you'll skip the Email dialog and the quote(s) will be created.
  12. Enter all details about this RFQ and click the Send button.



    The status of the RFQ will change from Draft to Pending



    The number of quotes will be added on the job tree. Please note that these quotes will remain in Draft status with no value.

    Once the supplier responds to your request for quote, you need to capture the quote details on the correct quote and attach any related supplier document.

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