Getting Started - How suppliers can submit offers

Accessing Request Details:

  1. When you receive a request for quotation from a customer, open it by clicking the green button.
  2. Navigate to the “2. Quotation” section to view the details.

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Manual Price Entry or Excel Export/Import:

You have two options for filling in prices:

  1. Manual Entry: You can manually input prices for each item.
  2. Excel Export/Import:
    • [1] Click the “Export to Excel” button to download the template.
    • In the template, fill in the prices for each item (e.g., [Unit Price 1]…[Unit Price n]).
    • Save the template.
    • [3] Use the “Import to Excel” button to upload the saved template with prices.

Adding comments or additional documents

Use section 3 to add your comments or any additional files you deem necessary.

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Save / Preview / Send Quotation/ Edit
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Save: Press “Save” to store your work and come back to it later.

Preview: Press “Preview” to see how your offer will look and check if all details are correctly filled. Only after "Preview" you can continue to Sending

Send Quotation: If satisfied, press “Send Quotation”. If changes are needed, choose “Edit”.

Successful submission will show a success message, and a SENT label will be added. Additionally, you will receive a confirmation email.

Help Center

Quick Videos

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1. Getting Requests in

Learn how to collect request in one place. Getting your request from email will make your procurement more streamlined.

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2. Assigning Work on your remote team

Learn how to assign Purchase Requests among your teammates for an effective work distribution.

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3. Getting Approvals

Tired of waiting for a pending approval requests? Learn how ProcurementFlow solve this problem for you.

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4. Doing fast RFI Strategic Sourcing

Learn how to implement strategic sourcing through effective RFI processes.

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5. Issuing PO

Are you overwhelmed by the number of PO's you have to issue? Issuing PO with ProcurementFlow is as easy as ABC.

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6. Receiving

ProcurementFlow provides you with crucial information such as invoice number, 3-Way match, and invoice status.

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7. Invoice

ProcurementFlow provides you with crucial information such as invoice number, 3-Way match, and invoice status.

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8. Procurement Bird'd eye view

ProcurementFlow provides you with necessary tools in order to take a full control over your procurement.

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9. Send PR via Requester Portal

On ProcurementFlow, requesters can, now, send request from Requester Portal without having to go through many hoops to submit their requests.

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