Submitting a Quotation

Quotations in an NEC4 contract are created for compensation events and proposed instructions.

To submit a quotation:

Navigate to your Contract Shell.
From the left Navigator, select Tasks.
Select the Quotation task.
- The Quotation form is displayed.
- The system has auto-populated all fields in the top section.
Select Accept to interact with the record.
Complete all the required fields in the notification.
You cannot send the form without completing the required fields.
Select the clause picker icon next to Quotation clause to view all clauses available for selection on this notification.
To populate the Contract Financial Breakdown, select Reference Commit.
Enter in the number of days impacted by the proposal in the Change to the completion date field.
Select the Quotation Breakdown tab and enter the cost line items.
Select Add to select the line item type.
Complete all the required fields and select Save to add the line item to the quotation items.
If required, you can add multiple line items.

See Creating a Response Time Extension Notification for how to submit and respond to an extension of time.
Once you complete all fields, select Send to submit the quotation for internal review.
After completing an internal review, the quotation creates a task for the other party to review.

Quotation details title image

Last Published Monday, October 7, 2024