Quote Request to Multiple Suppliers

craigleech
edited 12/09/19 in Smartsheet Basics

Hello,

I am looking at finding a way to send a quote request to a chosen list of suppliers.

Is there any way I can send a row with all of the quote information to multiple email addresses where it will create a new row for each quote returned? I can then review the prices before choosing which supplier to proceed with.

 

Any help is much appreciated

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Craig,

    Yes, there is, but I would need some more information to know what would work best for your situation. Can you describe your process in more detail?

    Is it just one price for something or is it many different sections? Do you have an example?

    Feel free to send it to me andree@getdone.se or upload it here.

    I hope this helps you!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Thanks Adree,

    Sometimes it would be one price and sometimes I would need a few, so the best way to do this would be to allow the supplier to type into a box the price or prices and notes. Sometimes we require various products or different quantities.

    All of the details of the quote would be inputted by myself with columns for (quantity, paper weight, colour, size) etc

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    There are a few different ways to set this up. One way to do it could be to create a sheet per vendor and have another sheet collect everything to compare.

    I've set up something similar for clients earlier.

    Would that work for you?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.