From the Projects menu select Create > Quick quote.



Complete the initial project creation page, for more information on completing the project information see Project Details.  


Then click Continue. This will take you to either the Quick Quote Project Dashboard or open the Quick Quote RFx automatically (shown below), depending on the way the Administrator has set up the workflow. If you are taken to the Project Dashboard, complete all relevant info/events required and eventually you will be able to open the Quick Quote RFx stage manually.



The title, description or time and date of closure may need to be amended (it is automatically set to midnight 7 days from project start date). This is done by clicking Edit within the Information area.



The Respond by date can now be changed if necessary. The title, description,  supplier attachment requirements and point of delivery (if enabled in the RFx setup by the administrator) can also be amended here.


Click Update information to save.