Review Project Quotes
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Click Requests.
You can also scroll to the Requests section of the Home.
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Click the row for the project request. The row highlights blue when you hover
over it.
Tip:You can use the search functionality to locate the project request. Enter text that describes the project to automatically filter the table.
- On the Quotes tab, select the quote to review. The row highlights blue when you hover over it.
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Review the quote details.
If you have enabled the Workflow Agent to generate quote evaluations, you can review the score in the Quote Evaluation section.
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Do one of the following:
- Accept Quote - Clicking this button accepts the
quote. The request is converted to an engagement.Note:If you are using the Approval Routing module, the approval workflow must be completed before the request is converted to an engagement, depending on the workflow.
The assigned MSP needs to complete the engagement details, including assigning workers and project workers, and configuring worker details. For more information about setting up project engagement details, see Project Engagements in the Application.
- Award Quote - If the Enable Supplier
Acceptance setting in the SOW workflow is enabled, clicking this button
awards the quote to the selected supplier.
Awarding the quote to a supplier that was invited, but has not completed onboarding enables a Proceed option. Clicking this button notifies all organizational representatives via email. The supplier must acknowledge the award and take action to indicate their organization's intent to proceed with onboarding.
- Reject - Clicking this button rejects the
submitted quote. A pop up allows you to select a reason for rejecting
the quote, and whether you want to send the quote back to the supplier
for revision.
After the quote is modified and resubmitted, the MSP needs to review the revisions and click
.
- Withdraw - Withdraws the quote.
- Accept Quote - Clicking this button accepts the
quote. The request is converted to an engagement.