To request a quote from a supplier, click ‘Request new quote’ from the left side bar, or ‘Request a quote’ from the top menu of the Quotes page.
This will open a pop out page from the right side of the screen, where you are able to populate the details of your quote request. Enter the following information:
Project to assign the Quote Request
Task to assign the Quote Request within that Project
Customer reference (Address)
Business name of who you are requesting the quote from
Business address of the business you are requesting the quote from
Quote brief
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Let AI do the work - AI Assistant to create your brief for you
Once complete, click ‘Send request’ and the request will be sent to the business/supplier to provide you a quote per your request.
You will now see a new entry on the 'Requested quotes' tab on the ‘Quotes’ page.
Once they have provided their quote via the Projuno guest view, you will be notified by email, and be able to view the quote in your Projuno account.