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Manage quote requests as a contractor

Submit or reject quote requests in Access Maintain to keep customers informed within the required timeframe.

Written by Rubin Muresan

When a customer raises a quote request, contractors are expected to review the order and provide a price within the required timeframe. If you do not wish to proceed, the request can be rejected before submission.


Submit a quote request

Follow the steps below to submit a quotation to the customer.

  1. From the Main page, click Quotes Due for Submission.

  2. Select the order you want to quote for.

  3. Complete the required fields, such as Description and Quotation amount.

  4. Click Submit.


Reject a quote request

If you are unable or do not wish to provide a quotation, you can reject the request before submitting.

Follow the steps below to reject a quote request.

  1. From the Main page, click Quotes Due for Submission.

  2. Select the order you want to reject.

  3. Click Reject to decline the quote request.

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