One request to several suppliers, and the winner in the customer quote.

How it works, step by step

1. Open a tender. Choose one or more items with a product type, a quantity and a specification, and set the terms: warranty, lead time, offer validity, payment terms and the reply deadline.
2. Pick suppliers and send. Suppliers come from your own supplier list, and a new one can be created inside the wizard. Each supplier gets a mail with a personal link to a reply page.
3. Collect the replies. Suppliers fill in the reply page. A reply that arrived by mail or as a PDF is typed in on the tender screen, in the same table.
4. Compare. Every offer for an item is shown side by side, with the supplier’s notes under the product.
5. Award. One winner for each item and up to two alternatives. Confirming the award puts the winning products in the price list.
6. Move to the quote. The winner becomes Option A and the alternatives become Options B and C. The customer chooses one, and the quote becomes an order as usual.

Ask several suppliers at once

A four-step wizard walks you from the items to the send: what is needed, the terms, the suppliers, and a summary with a preview of the mail each supplier receives. A tender can be opened from a customer quote, a customer card, a lead or the Procurement screen. Opened from a quote, it creates a draft quote whose items are marked Awaiting tender.

Every supplier answers on a page of their own

Each supplier receives a personal link to a reply page that opens straight from the mail. The page opens in the language set on the supplier card and shows only the items and terms of that tender. For each item the supplier adds a model and SKU, a price, lead time, warranty, quantity tiers, a brochure and a note, and can attach an offer file.

Side by side, with the notes

For each item every offer is shown together: model, price, the actual discount against the one you asked for, lead time, warranty and validity. A note the supplier wrote on an item appears in a full-width row under the product. The purchase price, the supplier’s name and the margin are shown to people who may see costs.

Award per item, with alternatives

For each item you choose one winning offer, and you can mark up to two alternatives: other offers for the same need, put in front of the customer as options. Confirming the award puts the winning products in the price list, with the supplier, the cost, the customer price, the warranty and the lead time.

From the award to the customer quote

Move to quote fills the quote: winners in Option A, the first alternative in Option B and the second in Option C. The customer price is taken from the price list, for that customer and quantity, in the quote’s currency. The cost and the supplier are kept on the line and shown to people who may see costs, and the document the customer receives shows the customer price. When the quote’s validity is longer than a supplier’s offer validity, a warning names the item.

Reminders and the supplier card

A supplier that has not replied by the deadline receives an automatic reminder, set in the Procurement settings. The supplier’s name and contacts on the tender screen link to the supplier card, and one click returns you to the tender.

Frequently asked questions