Sometimes you may need to share the details of a request for quotation with other people from your business. Felix gives you the ability to forward an RFQ to an individual's, or group of individuals, email address.

To forward an RFQ:

1. Navigate to Requests for Quotation from the main menu.
2. Locate the RFQ you wish to forward by using the quick search or filters.
3. Click on the RFQ Job Name or hover over the ellipsis icon and select View Details from the options. The RFQ will open.
4. Go to the Options tab.
5. Locate the Forward RFQ section of the page.
6. Select the name of the contact/s you wish to forward the RFQ to.
7. (If required) Click the Add Contact button to forward the quote to an individual that is not already listed.
8. (If required) Click the Add CC Recipients button to select individuals to CC into the forwarded email.
9. Click the Send button to forward the RFQ.

 

NOTE: The Forward RFQ section is pre-populated with Request for Quotation Contacts that have been added to your account.

TIP: You can select multiple contacts to forward the RFQ to by holding down the ctrl key on your keyboard whilst selecting the relevant names.