Edit a request for quote (RFQ)

Once you send your event to suppliers, it moves to Open status. To ensure suppliers have accurate information for submitting their response, you can only edit fields that do not impact the response process. However, you can invite additional suppliers, change the closing date, or send clarifications. If an event is in Draft status, you can edit it as though it were a new event.

Major changes needed?: If you need to make significant adjustments—such as adding line items, changing quantities, or modifying descriptions—you have the option to withdraw your event within two days of submission and then resubmit, or you may choose to cancel and create a new event.

Edit an event

  • From the events list or the event Details screen, select Actions > Edit. The event is opened in the create screen.

You can edit your event in the following ways:

Edit fields

You can view all fields, but you can only edit select fields depending on the event status:

Open
  • Title

  • RFQ ID

  • Client Company

  • Preferred Delivery Date

  • Requester / Reference

  • Payment process

  • Currency

  • Urgency

  • Benchmark

  • Internal Tags

  • Line item quantity (only available via configuration setting and may be restricted based on your integration)

  • Manually add supplier invitations

  • Marketplaces (select, but not remove)

Closed
  • Title

  • RFQ ID

  • Client Company

  • Payment process

  • Benchmark

  • Internal Tags

  • Line item quantity (only available via configuration setting and may be restricted based on your integratio

Awarded
  • Benchmark

Invite additional suppliers

In the Supplier list area, you can send invitations to additional suppliers. See: Manage supplier invitations

Share to marketplace

In the Marketplaces area, you can send your event to a marketplace. See: Marketplace (Buyers)

Change the event dates

For Opened events, you can change the Close Date and Close time; select Actions > Change close date. See: Change event date

Send a supplier clarification

To send a note or attachment to all invited suppliers, go to the Supplier Clarifications area and select Add new. See: Supplier clarification

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