ActiveQuote™ is a full quote system embedded within Aligni that allows you to:
- Intelligently compile an RFQ (request for quote) from parts in your database.
- Choose which vendors (and their contacts) receive the RFQ.
- Email a private ticket to each contact to view the RFQ.
- Receive completed quotes from vendors and discuss them within Aligni.
- View the quotes from the most relevant pages in your database for accurate costing and purchasing.
In order to submit quotes to vendors, you will need to have the following information in your database.
- Manufacturers and vendors need to be associated through linecards.
- Vendors must have contacts associated with them.
- Contacts you wish to send RFQs to must have valid email addresses and must have the “Can Receive RFQs” flag set.
1. Create a New RFQ
Create a new RFQ and add items to it using the Part Cart from relevant pages such as Part Lists or Shortage Reports.
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2. Email RFQ to Vendors
Email a private RFQ ticket to your vendor contacts. They can view and enter their quote information directly into Aligni.
Learn more →
3. Receive Vendor Responses
Create a new RFQ and add items to it using the Part Cart from relevant pages such as Part Lists or Shortage Reports.
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4. View Quotes in Aligni
Email a private RFQ ticket to your vendor contacts. They can view and enter their quote information directly into Aligni.
Learn more →
