RFQ Database

Options

Hello,

Looking to design an RFQ Sheet. Each RFQ would have a series of parts which would be sent to a number of vendors. Their responses would be recorded.

Since we will be getting quotes for the parts in 3 months again, I would like to be able to filter a report to be able to look at a part and get the history of who all did we get it from.


Any guidance would be much appreciated.


Thanks

Answers

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
    Options

    Hi @Kam Reddy

    Hope you are fine, could you call me in my Email to send an exported Excel copy of your sheets and send a sample scenario of how you want the workflow to be and i will try to help you.

    My Email: bassam.k@mobilproject.it

    PMP Certified

    bassam.khalil2009@gmail.com

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @Kam Reddy

    I hope you're well and safe!

    I recently developed a similar client solution.

    In short.

    For each RFQ, we'd either use one sheet per vendor and then use a so-called master sheet(report) to compare them side by side to decide who to select, or we'd use one sheet with the URL-query feature and a method I developed for the vendors to fill in their information in stages.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    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.