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Convert a purchase request into a quotation
Convert a purchase request into a quotation

How to convert a purchase request into a quotation?

Guireg CAPITAINE avatar
Written by Guireg CAPITAINE
Updated over a week ago

✨ This feature is available with the Enterprise offer.

You have made a purchase request and wish to convert it into a quote?

1. Go to “Purchases” then “Requests”

2. Click on the request concerned

3. In the "Procurement documents attached" section, click on "Convert this purchase request to quotation".

4. Fill in the information and save it

✅ Your quote request is ready to be viewed, modified and published at any time.

The application can be downloaded as a PDF.

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