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Click a request in the queue to open it. The left side shows its status and who sent it. The main column shows what they asked, the quote, the files and the history.
A request page with its state, quote, files and history

A request with an accepted quote

Status

  • The state badge, and a red Late flag if it applies.
  • Waiting on: You, The buyer, or Nobody.
  • In this state: how long it has been there.
  • Received, and Due once the request has a due date.

Move it

1

Pick the new state

Open the State menu. Each state shows a line on what it means.
2

Add a note, if you want

A Note box appears. The note goes into the history.
3

Click Move to …

The page confirms “Moved to …”.
A change of state does not send an email to the buyer. If you move a Closed, Declined or Lost request back to an earlier state, the history records it as a reopen.

Due date

When the buyer accepts a quote, the platform sets the due date. To change it, use the Due date box.
1

Pick a date

The request is due at the end of that day.
2

Click Set due date

The history records the change.
To remove the due date, click Clear.

Organization

In the Organization menu, attach the request to the buyer’s company. You need this before you can send files. When a buyer accepts a quote, the platform attaches the request to the buyer’s organization.

Write to the buyer

1

Click Write to the buyer

A panel opens. It shows the address it goes to.
2

Write your message

Write only what the buyer needs.
3

Click Send to …, then Send

The buyer gets an email with the subject “About your request REQ-…”. The history shows it as Email out.
The buyer’s reply comes to the company inbox, not to the request. To keep a record, paste the important part into a note.

Add a note

Click Add a note. Notes are for your team only. The platform never sends them by email.

Files

In Files, click Attach a file to add a report or any other file to the request.
  • Each file shows Not sent yet, Sent with a date, or Withdrawn with a date.
  • Send gives the buyer’s organization access, and emails them a download link. Pick the organization on the left first.
  • Withdraw removes the access.

History

History shows everything that happens to a request, newest at the top:
  • State changes.
  • Notes.
  • Emails in and out.
  • Quotes sent and accepted.
  • Files attached, sent and withdrawn.
Each entry shows who did it and when.