Assign and Send an RFQ to a Collaborator

When a change event occurs on your construction project, you can create an RFQ and you have the option to send it to the appropriate project collaborator for a price quote by email. If you choose to send RFQs to your collaborators, you will need to ensure that all the Prerequisites below have been met.

• Required User Permissions:

  • 'Admin' level permissions on the project's Change Events tool
    AND

  • 'Admin' level permissions on the project's Commitments tool.

• Additional Information:

  • If RFQs are disabled on your project, contact your Procore point of contact to request to enable them.

For a collaborator's name to appear as a selection in the Assignee drop-down list on an RFQ:

• The collaborator's company must have a company record in the Project Directory. See Add a Company to the Project Directory.

• The collaborator must have an active Procore user account in the Project Directory. See Add a User Account to the Project Directory.

• The collaborator's user account must be granted 'Standard' level permissions on the project's Commitments tool. See Change a User's Permissions in the Project Directory.

• The collaborator must be listed as an employee of the 'Contract Company' on the commitment and a member of the 'Private' drop-down list on the commitment. See Create a Purchase Order or Create a Subcontract.

1. Navigate to the project's Change Events tool.

2. Click the RFQs tab.

3. Locate the RFQ in the list. Then click View.

4. If the RFQ has been created, this banner appears at the top of the page.
   
   

5. Click the Add an Assignee link.

6. In the 'General' tab of the RFQ, select an Assignee from the drop-down list.

    Note

   If the person you are looking for is not on the list, see Why am I unable to assign users to a RFQ?

7. Click the Save & Send RFQ button.
   A 'Send RFQs' message appears.

8. Click Continue to acknowledge that you want to send the RFQ email to the assignee you designated.
   A YELLOW banner appears to confirm the email communication was created. Procore sends an RFQ email to the person listed in the Assignee list.

• Respond to an RFQ as a Collaborator