Managing RFQs
BETA feature: Guest users on vendor accounts
This article is for Vendor Administrators and explains guest user permissions, how to monitor guest activity on their RFQs, and upgrade or remove guest access as needed.
1 View•19 Mar 2026•Knowledge Article
BETA feature: Including guest vendor users on RFQs
This article is for Organisation Administrators who are needing to enable the Guest Access feature and Staff Users wanting to add Guest Vendor Users to sent RFQs to speed up the quoting process.
1 View•19 Mar 2026•Knowledge Article
Check for InEight Document Updates
A guide on how to check for InEight Document updates via automated or manual checks for Enterprise Users managing Documents via Integration on Request for Quotations.
1 View•8 Jul 2026•Knowledge Article
Four types of RFQ messages and how to use them
A breakdown of the four types of RFQ messages a vendor may receive.
1 View•22 Aug 2025•Knowledge Article
How to Add Notes to an RFQ
How Vendor Users can add notes to an RFQ.
1 View•20 Aug 2025•Knowledge Article
How to Allow Vendors to Update Quotes
A guide to how to enable or disable the ability for Vendors to update their quotes, both at the creation stage and after sending an RFQ
1 View•22 Aug 2025•Knowledge Article
How to Assign a New RFQ Owner
How Enterprise Users can assign a new RFQ Owner during RFQ creation.
1 View•20 Aug 2025•Knowledge Article
How to Assign a New RFQ Owner on Open RFQ
How Enterprise Users can assign a new RFQ Owner on open RFQ
1 View•20 Aug 2025•Knowledge Article
How to Assign a User to an RFQ
How Vendor Users can assign a user to an RFQ in Felix.
1 View•20 Aug 2025•Knowledge Article
How to Assign an Evaluation within an RFQ
How Enterprise Users can assign an evaluation in a single RFQ
1 View•20 Aug 2025•Knowledge Article
How to Check When an RFQ was Declined
How enterprise Users can check for the date and time details as to when an RFQ was declined
1 View•20 Aug 2025•Knowledge Article
How to Check for Aconex Document Updates
Checking updates for Aconex document
1 View•19 Jun 2024•Knowledge Article
How to Complete a Pricing Schedule
A guide for Vendors on how to complete a Pricing Schedule when responding to a Request for Quotation, including how to respond to a Post Tender Request.
1 View•20 Aug 2025•Knowledge Article
How to Configure Document Groups
How Enterprise Users can add, delete or change the availability of a document group and allow users to create one during RFQ creation
1 View•19 Aug 2025•Knowledge Article
How to Configure Requested Document Types
How Enterprise Users can add, delete or changing the availability of a requested document type and allow users to create one during RFQ creation
1 View•20 Aug 2025•Knowledge Article
How to Configure Vendor Matching Limits
How an Enterprise User can set a vendor matching limit in RFQ settings.
1 View•20 Aug 2025•Knowledge Article
How to Correspond with Vendors
Sending a notice to all tenderers, an addendum or viewing and replying to an RFI
1 View•22 Aug 2025•Knowledge Article
How to Create a Custom Pricing Schedule
A guide for Enterprise Users on how to create a custom pricing schedule during the RFQ creation in Felix.
1 View•19 Aug 2025•Knowledge Article
How to Create a Project Group
How Enterprise Users can create and import project groups to organise RFQs within Felix
1 View•26 Aug 2025•Knowledge Article
How to Forward an RFQ
A guide for Vendor Users on how to forward an RFQ.
1 View•20 Aug 2025•Knowledge Article
How to Indicate Your Interest in an RFQ
A guide for Vendor Users on how to indicate if your interested or not in providing a quote
1 View•20 Aug 2025•Knowledge Article
How to Invite Additional Vendors to an RFQ
A guide for Enterprise Users on how to invite additional vendors to an RFQ.
1 View•20 Aug 2025•Knowledge Article
How to Link an RFQ to a Package
A guide for Enterprise Users who are creating and managing Procurement Schedules, and need to link a Request for Quotation (RFQ) to a Package.
1 View•25 Aug 2025•Knowledge Article
How to Manage Quoting Periods
How Enterprise Users can close or re-open an RFQ and extend the quoting period for an RFQ or for a single service
1 View•27 Aug 2025•Knowledge Article
How to Manage Your Project Groups
How Enterprise Users can manage, edit, archive, restore and export a project group
1 View•26 Aug 2025•Knowledge Article
How to Release Aconex Document Revisions
How Enterprise Users can release a revised Aconex document or skip a revision
1 View•20 Aug 2025•Knowledge Article
How to Remind Vendors to Quote
How Enterprise Users can track vendor's quoting progress and send vendors a reminder to quote.
1 View•20 Aug 2025•Knowledge Article
How to Request a Contract Deviation
A guide for Vendor Users on how to request a contract deviation
1 View•20 Aug 2025•Knowledge Article
How to Respond to an RFQ
A guide for Vendor Users on how to prepare, submit, and view a response to an RFQ
1 View•20 Aug 2025•Knowledge Article
How to Review RFQ Responses
How Enterprise Users can view an individual quote, comparison of quotes or pricing schedule comparison in Felix.
1 View•27 Aug 2025•Knowledge Article
How to Review and Distribute an RFQ
A guide for Enterprise Users on how to review and distribute an RFQ
1 View•20 Aug 2025•Knowledge Article
How to Review, Analyse, and Normalise the Pricing Schedule
An in-depth guide for Enterprise Users on how to review, analyse and normalise the pricing schedule in RFQ's in Felix.
1 View•20 Aug 2025•Knowledge Article
How to Send RFQ Messages
An overview for Vendor Users on viewing and responding to messages within an RFQ.
1 View•21 Aug 2025•Knowledge Article
How to View an RFQ
How Vendor Users can view an RFQ via email, dashboard or RFQ list.
1 View•4 Aug 2026•Knowledge Article
How to add documents and notes to an RFQ
Adding, updating or viewing the revision history of a document and adding notes
1 View•22 Aug 2025•Knowledge Article
How to correspond with vendors on an RFQ
A guide for Enterprise Users on how to send notice to all tenders, send an addendum, confirm vendors have acknowledged addendums, send direct messages and receive correspondents on an RFQ.
1 View•27 Aug 2025•Knowledge Article
How to update your response to an RFQ
A guide for Vendors needing to update their Response (or Quote) on an active Request for Quotation.
1 View•22 Aug 2025•Knowledge Article
How to view and send messages on an RFQ
A guide for Vendor Users on how to view RFQ messages, create an RFI, acknowledge and respond to addendums or respond and send direct messages in Felix.
1 View•22 Aug 2025•Knowledge Article
Import from InEight Document
A guide for Enterprise users with the Ineight DMS Intergration package, on how to import project files from InEight Document when creating, or updating an RFQ.
1 View•22 Aug 2025•Knowledge Article
Introducing RFQs
An overview guide for Vendors, which introduces and explains the Request for Quotation (RFQ) feature in Felix.
1 View•25 Aug 2025•Knowledge Article
Managing Post Tender Requests
A guide for Enterprise Users on how to manage post tender requests, such as track vendor statuses, respond to requests, view responses, issue new requests and engage with vendors.
1 View•27 Aug 2025•Knowledge Article
Project Settings and Permissions
A guide for Enterprise Users on understanding project settings and permissions
1 View•20 Aug 2025•Knowledge Article
Responding on Behalf of a Vendor
This feature allows an organisation to quote or decline an RFQ on behalf of the vendor.
1 View•21 Aug 2025•Knowledge Article
Responding to Post Tender Requests
A guide for Vendor Users on how to respond to post tender requests in Felix.
1 View•15 Aug 2025•Knowledge Article
Sealed Bidding
An overview for enterprise Users on sealed bidding
1 View•21 Aug 2025•Knowledge Article
Sending a Post Tender Request
A guide for Enterprise Users on how to send a post tender request with selected quoted vendors in Felix.
1 View•17 Aug 2025•Knowledge Article
Simplifying the RFQ Response Process
Improvements on the RFQ response process
1 View•22 Aug 2025•Release Notes
Splitting Package Budget within an RFQ for Multiple Awards
How Enterprise Users can split package budget within an RFQ for multiple awards
1 View•22 Aug 2025•Knowledge Article
Tender Closing Time
Tender closing time
1 View•21 Aug 2025•Knowledge Article
Types of RFQ Messages
An overview for Vendor Users on the types of messages that can be sent or received in an RFQ.
1 View•21 Aug 2025•Knowledge Article
Understanding Job Details
An overview for Vendor Users on job details in an RFQ
1 View•21 Aug 2025•Knowledge Article
Understanding Post Tender Requests
A guide for Enterprise Users on how to understand post tender requests, their limitations, rules, and response options.
1 View•18 Aug 2025•Knowledge Article
If you cannot find the information you need, please select Contact support and a member of our Support Team will be in touch.