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Support Home > Products > Procore > Procore User Guide > Project Level > Change Events (Next Gen) > Tutorials > Review RFQ Responses (Next Gen)

Review RFQ Responses (Next Gen)

Objective

To review quotes that have been submitted from subcontractors who have received an RFQ.

Things to Consider

  • Required User Permissions: 'Read-Only' and above on the project's Change Events tool.
    Note: In order to review RFQ responses from within the Commitments tool, you'll need 'Read-Only' permissions on the project's Commitments tool and to be added to the "Private" dropdown.
  • You can also review RFQ responses from within the individual change event.

Steps

From the RFQs subtab

  1. Navigate to the project's Change Events tool.
  2. Click the RFQs subtab. 
  3. Scroll to find the change event with RFQs you want to review, or use the filters to narrow your search (see View and Filter RFQs (Next Gen)).
    Note: You can tell if an RFQ has been responded to if the following are true: 
    • The "Current Quote" field shows the amount the subcontractor entered in the RFQ response.
      Note: You can click on the RFQ to review additional information within the actual RFQ.
    • The status shows Under Review, Pending final Approval, or Closed.
    • The "Ball in Court" field is empty
  4. (Optional) Once you have reviewed the RFQ, we recommend you update the status to Pending Final Approval. This will allow you to use the RFQ filter to see which RFQs have already been reviewed and which are still under review.

From the Detail Subtab

  1. Navigate to the project's Change Events tool.
  2. Scroll to find the change event with the RFQs you want to review, or use the filters to narrow your search (see View and Filter RFQs (Next Gen)).
    Note: You can tell if an RFQ has been responded to if the following are true:
    • The RFQ column shows the amount the subcontractor entered in the RFQ response.
      Note: You can click on the RFQ amount to review additional information within the actual RFQ.
    • The status shows Under Review, Pending Final Approval or Closed. You can hover over the RFQ amount to see the status.
  3. (Optional) Once you have reviewed the RFQ, we recommend you update the status to Pending Final Approval. This will allow you to use the RFQ filter to see which RFQs have already been reviewed and which are still under review. 

 

 

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