RFQmatch Help Center

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?

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?
• 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?

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?
• How do I invite suppliers to my private RFQ?
• How do I manage and track my private RFQ invitations?

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?
• 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?

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?
• How do I browse the Supplier Directory?

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?

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?

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?

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?

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?

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?

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?

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