Provide Quotes to RFP
Overview
Discover how to respond to Request for Proposals (RFPs) on Partsimony, allowing manufacturers to submit quotes through the platform or by uploading an Excel file.
Step-by-Step: Guide to Quoting
Click on an RFP to open its detailed view and see the list of components that need quotes.
Click on the component you wish to quote to open its detail view
Fill in the necessary fields for your quote, such as price, cost, and lead time
Click 'Quote' when you have completed the form to submit your quote for that component, review the data in the confirmation modal and then click confirm
Updadate Proposals to an RFP
Bulk Quote via Excel
For bulk quoting, fill out the required information in the Excel template and use the 'Upload Excel' function to submit your quote.
Understanding Quote Variables and Options
Quantity and Batch Delivery Schedule
Create a delivery schedule to specify how many units will be delivered at different times, ensuring that the sum of these scheduled deliveries equals the total number of units requested.
Double-check Your Delivery Schedule
Make sure the total delivery schedule matches the total quantity requested in the RFP before submitting your quote.
Costs
Unit Cost: Enter the cost per individual unit for the component.
Tooling Cost: If applicable, specify any additional costs associated with tooling/engineering for the component's manufacturing.
Shipping Cost: Provide the cost for shipping.
Lead Time
Define the time frame required to prepare the Order for shipment, which can be entered in days or weeks.
Quote Expiration Date
Within the Lead Time tab, you can also set an expiration date for the quote, after which it will no longer be valid.
Payment Terms
Multiple payment term options are available:
100% Down: The client pays 100% of the total amount upon receiving an ETA when a component status is updated to "Production".
[x]% Down: The client pays [x]% of the total amount upon receiving an ETA and pays the remaining balance when the Shipment Schedule within the Order is marked as "Shipped".
Net [x]: The client pays 100% of the total Order value [x] days after the Order is marked as "Shipped".