ProcureDesk

This guide explains how to request a quote from a supplier in ProcureDesk, helping you efficiently create and send quote requests.

Requesting a quote from a Supplier

You can withdraw and modify a sent quote, ensuring accurate and updated communication with the supplier.

How to Withdraw a Supplier Quote?

This guide explains how to add multiple contacts to a supplier profile, ensuring that all relevant contacts receive communications.

Send quote email to multiple supplier contacts

Export vendor response from quote or request

How to create and manage supplier quotes.

Supplier Quotes

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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