When editing a proposal from the View Opportunities screen, with this template, you can send emails to non-integrated suppliers to request new pricing. Parts or materials mentioned in the proposal will be sent to the supplier in a spreadsheet. Additionally, we can set up a portal link to allow the suppliers to update parts or materials pricing in the portal.
Supplier quotation email template
➡️ Profile icon > Settings > Proposals > Supplier quotation email template > View.
Set up the email template for suppliers to share the latest material prices.
Use the tag [supplier_price_portal_url] to send suppliers a link for entering prices in the portal.
Suppliers mentioned in the proposal with an email in our system will get an email with the list of materials.
Suppliers can fill in the spreadsheet or use the portal link to share the updated pricing.
If a supplier responds with updated pricing in the spreadsheet, then the office person needs to manually edit the proposal with the new pricing.
In the portal link, suppliers can edit the Unit price field to update the pricing. These changes will be reflected in the proposal.