Creating a Sourcing Activity

Creating a Sourcing Activity

1. Sourcing

Click on ‘Create Quote’ under the RFQ/RFP tab on the left-hand menu

2. Populate

Fill in the below fields including:


Suppliers you wish to invite to the sourcing activity

Products – including unit measurement and currency


3. Supporting Documents

Attach any supporting documents you wish your supplier(s) to access including document descriptions

4. Publish Quote

Once you’re happy with all the populated fields, questionnaire and supporting documents hit the ‘Publish Quote’ button.

Video Tutorial



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