A “Request for Quote” is an optional attribute to any direct instruction. Direct instructions that do not require a request for quote are instructions where there is no need to approve a firm’s proposed quote for an instruction. Where a quote is required, and where a proposed quote needs to be agreed and can be negotiated, the “Request for Quote” attribute should be applied to the Direct Instruction.
When a Direct Instruction requires a “Request for Quote” the end user has the ability to also define a “Scope of Work” to be priced out. See the Adding Scope of Work to your Direct Instruction guide to find out more.
Step 1: Navigate to a Direct Instruction
Navigate to a Draft Direct Instruction or Create a Direct Instruction (from scratch or from a template)
Step 2. Navigate to the section titled “Does your Direct Instruction require a Request for Quote?” and select “Yes” or “No”
By answering “Yes”