Requested Updates Folder (Send to Sales)

To open a project, expand Product Lifecycle Management, choose the relevant category, and open Projects.

Open the project your Sales team sent for your review.

中国用户的链接

  • Open the relevant project from the Projects list.

  • Select the project products to include, then choose Request Quote to open the supplier selection drawer.

  • Select the project products you want to include before opening the drawer.

  • In the Request Quote drawer, select the Suppliers to receive the RFQ and select Supplier participants to receive an email notification. Enter the message in “Email Message.”

  • Review your supplier, participant, and message selections, then choose “Save.”

For the separate Send to PD workflow from a seller quote, read the article listed below: