Review a supplier's quote, discuss changes, and decide which products to order. The fields and actions available depend on your access and how the quote was shared.
Open and review the quote
- Open the quote link your supplier sent and sign in if prompted. You can also open Product Lifecycle Management, choose the relevant category, open Quotes, and select the quote.
- Review its product list, quantities, prices, and quote fields. Select a product to open Product Details for more information.
- If you need to change product data, select Edit Data when available. Make the permitted changes in the editing drawer, review them, and choose Save. Choose Cancel to discard the edits.
Discuss changes with your supplier
- Open the quote's chat using the chat icon near the header.
- Choose the conversation tab labeled with the other company's name. Use My Team for the internal team conversation.
- Enter your message. To mention someone, type @ and select the intended person from the suggestions.
- Check the conversation audience, then choose Send. Continue the discussion in the quote so its context stays with the products.
When you are ready to order, follow Placing an Order from the Quote Received from Your Supplier.
