All RFQ (Request for Quotation) activity and logging takes place in the Configurator 360 interface.
Workflow for RFQ
- The Administrator sets up the RFQ functionality for your designs.
- The client receives notice from you that your design is available for viewing.
- The client views your design in Configurator 360 and configures it to accommodate their specifications.
- The client sends you an RFQ based on the model, either with or without modifications. The RFQ displays in the list on your RFQ page in Configurator 360.
- You send a quote to your client.
Customize RFQ setup
Set options to control the functionality of the RFQs that your clients use after uploading a design.
- On the Options tab, click the RFQ Setup sub tab.
- Use the options on the tab to:
- Turn on and off the RFQ functionality that you set up.
- Control an email notification to alert you when clients send an RFQ.
- Customize the client-visible RFQ button.
- Add text visible to clients on the RFQ.
View RFQs submitted to you
- If specified in your RFQ setup, you receive an email when your client submits the RFQ.
- In Configurator 360, select the RFQ tab to view a list of RFQs submitted to you by clients.
Note:
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- RFQs as well as associated IAM and supporting model files are only kept for 30 days.
- The RFQ-email includes the supplied RFQ data, if available, in both human-readable and machine-readable formats.
- The RFQ-email includes an IKMS file of the model which there is no built-in way to view. It's only usable via the embedding API.