Creating RFQ Templates
Save time by creating reusable templates for common RFQ types.
How to Create Templates
- Go to Create RFQ
- Fill in your standard requirements
- Click "Save as Template" before submitting
- Name your template for easy identification
Using Templates
- Select "Load Template" when creating new RFQs
- Customize specific details as needed
- Edit templates anytime from Dashboard → Templates
- Share templates with team members
Best Practices
- Create templates for each product category
- Include standard specifications and requirements
- Update templates based on successful RFQs