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Respond to an RFQ on Behalf of an RFQ Recipient

Objective

To post a response to an Request for Quote (RFQ) on behalf of the RFQ recipient. 

Background

After an RFQ is created, there are two ways that the assigned vendor or subcontractor can submit a response to Procore. The first is to submit a response directly using the steps described in Respond to an RFQ as an RFQ Recipient. You can also enter a response to an RFQ on their behalf, if the recipient has provided you with a quote detailing the schedule and/or cost impact for the change event outside of the Procore web application. 

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the project's Change Events tool.
      AND
    • 'Standard' level permissions or higher on the project's. Commitments tool. 
      AND
    • A member of the 'Private' drop-down list on the commitment.
      AND
    • An 'Assignee' on the RFQ. 

Prerequisites

  • Responses can only be submitted when an RFQ is in the Out for Pricing or Revise & Resubmit status.

Steps

  1. Navigate to the Change Events tool.
  2. Locate the desired change event and click the link in the RFQ column.
    Notes:
    • If the recipient has NOT yet responded, the link reads RFQ Sent.
    • If the recipient has responded to the RFQ, but its status has not been updated, the link shows the RFQ Amount
  3. Click the RFQs tab. To filter the RFQs in the list, choose one these options:
    • To view RFQs in the Out for Pricing status, choose Status in the Add Filter drop-down list and then select Out for Pricing.  This moves the Ball In Court responsibility to the assignee. 
    • To view RFQs that are being revised, choose Status in the Add Filter drop-down list and select Revise & Resubmit. This moves the Ball In Court responsibility to the assignee. 
  4. If an RFQ has not yet received a response, a banner appears at the top of the RFQs tab. You can click the appropriate link to respond to that RFQ on behalf of the assigned party. 
  5. Click Post Response
    Notes:
    • Once the response is posted, the status will automatically update to Under Review.  
    • The system updates these areas with the posted response: the Response section of the RFQ, the RFQ column in the Change Events log, and the RFQs tab. 

 

If you would like to learn more about Procore’s change events management software and how it can help your business, please visit our construction change order product page here.