Sending RFQs

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

Connect InEight Document and Felix

How to connect an InEight Document project to Felix

1 View•28 Aug 2025•Knowledge Article

Creating a Request for Quotation

A video guide designed for Enterprise Users on how to create a Request for Quotation in the Felix platform.

1 View•25 Aug 2025•Video

How to Add and Manage Vendor Guest Contacts during RFx Creation

This article explains how to add, manage, and remove Guest Contacts within the Felix RFx creation workflow using token-based email access. By following these steps, users can grant temporary access to external Vendor contacts without requiring a full Vendor user account on the Felix platform.

1 View•13 Aug 2026•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 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 an RFQ from a Package

A guide for Enterprise Users on how to create an RFQ from a package.

1 View•20 Aug 2025•Knowledge Article

How to Create an RFx Event from a Project or Procurement Schedule

Explains how Organisation users can now launch the Create Request modal to start a Quick Form (RFx) or Detailed Form (Legacy RFQ) directly from a Project page, the Project Folders view, or a Procurement Schedule package — in addition to the existing RFQ Listing entry point. Covers how the Project and Folder fields pre-fill depending on where the modal is opened, how to optionally import Project documents into the new event's Attachments section, the resulting document group display order, and which fields (Start Date, End Date, Description, Location, Category) carry over from the Project or Package into the newly created RFx or Legacy RFQ.

1 View•30 Jul 2026•Knowledge Article

How to Import Aconex Documents

A guide or Enterprise Users on how to import Aconex documents during RFQ creation and on an open RFQ.

1 View•27 Aug 2025•Knowledge Article

How to Upload Documents to an RFQ

How Enterprise Users can access or upload documents to an RFQ.

1 View•20 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

Legacy RFQ vs RFx Comparison

1 View•14 Jul 2026•Knowledge Article

RFx Events (Alpha Release): How to Create an RFQ

Creating an RFQ featuring the RFx workflow Alpha release

1 View•22 Aug 2025•Knowledge Article

Understanding Availability Types

An overview for Enterprise Users on availability types of document groups and requested documents and their description

1 View•21 Aug 2025•Knowledge Article