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6.17 Request for Quotations


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The Quotes Requested screen allows you to view, manage and add RFQs (Request For Quotation) for a contact. You can open an existing RFQ by either double clicking on the item, or highlighting it and clicking the Edit button.

To add a new RFQ, simply click the New button. To remove an RFQ, highlight the item you wish to remove and click the Delete button.

An RFQ can be converted to a formal quote by selecting the item and clicking the New Quote button.

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