Replying to Quotation

To reply to a quotation:

Navigate to your Contract Shell.
From the left Navigator, select Tasks.
Select the quotation task from your Tasks page. The Quotations form is displayed.
Select Accept to accept the task.
For the Quotation decision field, choose one of the following options: Notification of acceptance of the quotation or Instruction to submit a revised quotation or Will be making own assessment.
Complete the required fields and select Send to submit the reply.
- If you accepted the quotation, the application auto creates a task for the Financial Administrator to add the cost breakdown on the accepted quote.
- If you requested a revised quotation, the application auto creates a task for the Contractor/Consultant to submit a revised quotation.
- If you selected to make your own assessment, the application auto creates a task for the Project Manager/Service Manager/Client to create an assessment.

Last Published Monday, January 6, 2025