Creating a Quote Request - Part 1

Creating a Quote Request - Part 1


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    • Creating a Quote Request - Part 2

    • Part 1 - Admin User Guide

      This is Part One of a multi part document designed to support the Administrator/s of a sourceit instance. A sourceit instance can be for your own organization or if you are partner client, it may be a site that has been set up specifically created ...

    • Starting a single quote request

      This is the first step of the quote request process, setting up the basic details. Set up details on your customer & stakeholder, product types, production methods, supplier location & classifications.

    • Creating a Quote Perfect Bound Options

    • Adding your specifications

      Stage 2 is where you progress to the specification elements in the quote request. In this video we focus on the various components of the specification build, get this part right and your suppliers will love you!