Quotation Requests

Anthony Gulley

I am looking to buy or hire a simple product, I would like to enter all the details (Qty, Duration, Delivery address, date required etc) in to smartsheet and select who I want to send it to and summit. Which will send it to various suppliers for them to quote. However I do not want the suppliers to see each other’s comments and prices and is a sealed bid and what it to populate into the smartsheet directly. Also when I send it to the supplier it removes my internal reference e.g. customers name.

Andrée Starå

Hi @Anthony Gulley

I hope you're well and safe!

Which Smartsheet Plan do you have?

I structured it for a client to use one sheet per Supplier that is linked/connected to a master sheet, and then through a report and helper sheet, we could easily compare the quotes.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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