Managing a Live Quick Quotes Event

Managing a Live Quick Quotes Event

Live Quick quote

1. How to allow resubmission of a questionnaire

If a supplier needs to revise their submitted questionnaire responses, you can enable resubmission as the event host. To allow this:
Go to the Participation List section.
Scroll to the bottom of the supplier's submitted answers.
Click on the Allow Resubmission option.
This will reopen the questionnaire for the supplier to make changes and resubmit.
 

2. How to allow resubmission of a price

If a supplier submits a bid by mistake or wishes to provide an alternative quote, you have the option to delete their bid. To do this:
Go to the Participation List section.
Locate and click on the bid you want to delete.
Click on the bid itself 

 

A pop-up window will appear displaying all the details related to the selected bid. At the bottom of this window, you’ll see a Delete icon.
Clicking this icon to remove the bid.
Please note: Once a bid is deleted, it cannot be recovered.
 

3. How to send a message to a supplier 

During the quoting process, suppliers can communicate with you directly through the tool. This keeps all communication centralised and easily accessible for future reference. To send a message:
Scroll to the Messages section at the bottom of the event page.
 
Choose whether to send your message to specific participants or to all suppliers involved.
 
We recommend using the Messages feature for any negotiations after initial pricing. Alternatively, you can create a new Quick Quote to manage second or third-stage pricing rounds.
 

4. How to edit a live Quick Quote

To edit your live Quick Quote, click on the Edit button in the bottom right corner. 
  
The event will enter Edit Mode, which will be confirmed by a banner at the top of the page.
 
Note: While the Quick Quote is in Edit Mode the event is on Hold, meaning suppliers cannot submit their offers or questionnaire responses.

Once you have made the necessary changes scroll down to the bottom and click on the Go live button to publish your updates.

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