Docs Features
Vendors and pricing requests
Your directory of suppliers and subs, their contacts, manufacturers and price book, plus pricing request emails from the budget.
Vendors are the suppliers and subcontractors who price your work. Find them in the sidebar under Network > Vendors.
The Vendors page
Search by name, location, domain or manufacturer, and sort by name, most bids quoted or recently added. Click Add Vendor to add one. Click a card to see:
- Opportunities quoted: the bids they priced. Use Add to link one.
- Contacts: add, edit or remove people.
- Rep manufacturers: the brands they carry. Search and pickers match on these.
- Prices: their price book. Add prices by hand, and prices you apply from quotes land here too.
Only admins can archive a vendor.
On a bid
The bid's Vendors tab lists the suppliers on that job. Add Vendor attaches one, and Request Quote opens an email composer. With Broadcast on, each vendor gets their own personalized copy.
Request pricing from a budget
- On a budget, open Budget actions > Request pricing. It needs at least one Material assembly.
- Tick the components you want priced and click Continue to email.
- Pick vendors, review the email and its price table, and send.
- Tidy files a Requested quote for each item and vendor.
- When a vendor answers, click Enter price and type the unit price, lead time and valid-until date. The quote becomes Quoted.
- Click Apply to put the price on the component. It also goes into the vendor's price book.
Add quote manually records a price you got by phone or email.