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RFQmatch Help Center

Find answers, tutorials, and guides to master B2B procurement with RFQmatch

Jump to section:

Getting StartedFor BuyersFor SuppliersAccount ManagementCredits & BillingPlatform FeaturesNews & UpdatesContract AnalysisMessagesDocuments

Quick Tips for Getting Started

  • Create your first RFQ in under 5 minutes using our guided wizard
  • Add product specifications to attract qualified suppliers
  • Set realistic deadlines to receive more competitive bids
  • Use the comparison tool to evaluate supplier responses

Legal Contract Risk Checklist

Browse our comprehensive checklist of 300+ legal risk questions used by our AI Contract Analysis tool.

View the complete checklist →

Getting Started

Learn the basics of RFQmatch

Troubleshooting

What is RFQmatch?

Understanding the platform

  • What is RFQmatch?
  • What types of products and services can I find on RFQmatch?
  • How does pricing work on RFQmatch?
  • What is the difference between a listing and a profile?

Account Setup

Get your account ready

  • How do I sign up for an account?
  • Can I have multiple users on one company account?
  • How do I complete my company profile?
  • How do I complete business verification?

Dashboard & Navigation

  • What does my dashboard show?
  • What is the difference between buyer and supplier views?
  • How do I navigate the platform?
  • How do I switch between buyer and supplier mode?
  • How do I set up notifications and alerts?

For Buyers

Complete guide for buyers posting RFQs

Creating RFQs

How to post requests for quotes

  • How do I create my first RFQ?
  • What information should I include in my RFQ?
  • Can I edit my RFQ after publishing it?
  • Can I create a private RFQ for specific suppliers?
  • What information should I include in my RFQ?
  • What is the difference between manual and upload RFQ creation?
  • How do I write detailed specifications for my RFQ?
  • What are the best practices for writing RFQs?
  • Can I invite suppliers from the supplier directory to my RFQ?
  • Can I create an RFQ without an account?
  • How does AI supplier matching work?

Managing Responses

Handle supplier quotes

  • How do I shortlist suppliers from multiple quotes?
  • What happens after I accept a quote?
  • How long should I wait for quotes?
  • How do I shortlist and compare suppliers?
  • How do I view and manage responses to my RFQ?

Access Management

  • How do I approve or deny supplier access requests?
  • What happens when I approve a supplier?
  • Can I revoke access after approving a supplier?
  • How do I invite specific suppliers to my RFQ?
  • What information do suppliers see before I approve them?

For Suppliers

Information for suppliers on using RFQmatch to find opportunities and manage your profile

Finding RFQs

Discover opportunities

  • How many RFQs can I respond to?
  • How can I make my supplier profile stand out?
  • How do I complete my supplier profile?
  • How do I filter RFQs by location or industry?
  • How many RFQs can I access with my credits?
  • How do I request access to an RFQ?
  • How do I find RFQs relevant to my business?
  • How does the RFQmatch platform work for suppliers?
  • How do I set up alerts for relevant RFQs?
  • How can I improve my response rate to get more business?
  • How does the RFQ matching algorithm work?
  • I received a private RFQ invitation. What does this mean?

Profile Management

Managing and claiming your company profile

  • How do I claim my company profile?
  • How do I add my company to RFQmatch for free?

Submitting Quotes

Respond to RFQs

  • Can I revise my quote after submitting?
  • How do I submit a response to an RFQ?
  • How long should my quote remain valid?
  • How do I write a winning quote?
  • Should I include shipping costs in my quote?

Search & Discovery

  • How do I find RFQs relevant to my business?
  • What do the colored status badges mean?
  • How can I get found by more buyers?
  • How do I claim my company profile?
  • What can buyers see on my public profile?

Account Management

Manage your profile and settings

Profile & Settings

Manage your account

  • How do I delete my account?
  • How do I update my company logo and branding?
  • How do I change my notification preferences?
  • How do I enable two-factor authentication?
  • How do I change my company name?
  • How do I add team members to my account?
  • How do I change my email address?
  • How do I customize notification preferences?
  • How do I reset my password?
  • How do I customize my notification preferences?
  • How do I update my company information?
  • How do I control who sees my information?
  • Can I export my RFQ and quote data?
  • How do I delete my account?

Credits & Billing

Understanding the credit system

Credit System

How credits work

  • How do I purchase credits?
  • What are credits and how do they work?
  • How do I check my credit balance?
  • How do I manage my billing details?
  • Do credits expire?
  • What is the credit refund policy?
  • What are the different subscription plans?
  • Are there discounts for buying credits in bulk?
  • What should I do if my payment fails?
  • Why do some RFQs show "Invited - Free" instead of a credit cost?

Invoices & Payments

  • How do I view my invoices?
  • Why do I need to fill in billing details?
  • What payment methods are accepted?
  • Can I get a refund for unused credits?
  • What is the difference between subscriptions and credit packs?

Platform Features

Advanced platform capabilities

Advanced Features

Power user features

  • Is my data secure on RFQmatch?
  • How do I contact support?
  • How do I upload and share documents?
  • How do I message other users about an RFQ?
  • How do I report a bug or technical issue?
  • Can I save suppliers as favorites?
  • Is there a mobile app for RFQmatch?
  • How do I save my favorite suppliers?
  • How do I use the messaging system?
  • Does RFQmatch offer API integration?
  • Can I create custom approval workflows?
  • Can I set up automatic RFQ templates?
  • Is my data secure on RFQmatch?
  • Can I export my RFQ and quote data?
  • What data export options are available?
  • Why can't I upload documents?
  • Why am I not receiving notifications?

Messaging & Documents

  • Where can I find my messages?
  • How do I send attachments in messages?
  • How do I view all documents for an RFQ?
  • What do the orange badges mean?
  • Do I get notified of new messages?

News & Updates

Stay informed with industry news and platform updates

Reading News

How to browse and read industry news

  • How do I browse news articles?
  • Can I save articles to read later?

Publishing News

How to publish and manage your news articles

  • How do I publish a news article?
  • How do I edit or delete my articles?

Contract Analysis

AI-powered contract review and risk assessment

Getting Started

Learn how to upload and analyze your first contract

  • What is Contract Analysis?
  • How do I upload a document?
  • How do I run an analysis?

Understanding Analysis

How the AI analysis works and what the results mean

  • What are the analysis steps?
  • How do I use the Document tab?
  • How do I use the Summary tab?

Risk Assessment

Understanding risk levels and the assessment questionnaire

  • What do the risk levels mean?
  • How does the risk questionnaire work?
  • How do I read the Risk Summary?

Troubleshooting

Common issues and how to resolve them

  • Why did text extraction fail?
  • Why is analysis taking so long?
  • Can I re-analyze a document?
  • What languages are supported?

Messages

Communicate with buyers and suppliers through the platform

Getting Started

Learn how to use the messaging system

  • How do I send a message?
  • How do I attach files to messages?

Managing Conversations

Organize and manage your message threads

  • How do I organize my conversations?
  • Can I delete messages?

Documents

Upload, manage, and share documents securely

Uploading Documents

How to upload and organize your documents

  • How do I upload documents?
  • How do I organize my documents?

Sharing Documents

Share documents securely with other users

  • How do I share documents?
  • How do I revoke document access?

Troubleshooting

Solutions to common problems and issues

Common Issues

  • Why can't I see full RFQ details?
  • My credits aren't showing after purchase
  • Why can't I submit a quote?
  • I'm not receiving email notifications
  • Pages are loading slowly or not at all
  • I forgot my password
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  • Can I negotiate prices with suppliers?
  • How do I compare multiple quotes side by side?
  • Can I negotiate with suppliers through the platform?
  • How do I request clarification on a quote?
  • How do I shortlist the best suppliers from responses?
  • What is the process for awarding a contract?
  • Can I schedule a call with a supplier?
  • How do I view received quotes?
  • How do I compare multiple quotes?
  • How do I accept or reject quotes?
  • How do I message suppliers?
  • When should I close an RFQ?
  • How do I invite suppliers to my private RFQ?
  • How do I manage and track my private RFQ invitations?
  • What makes a winning quote?
  • What pricing strategy should I use for my quotes?
  • When should I follow up with buyers after submitting a quote?
  • What makes a winning quote? Tips for standing out
  • Can I attach documents to my quote?
  • Can I edit a quote after submission?
  • How do I price my quotes competitively?
  • What happens when I win a quote?
  • How can I increase my chances of winning RFQs?
  • How do I browse the Supplier Directory?