When creating a Request for Quote (RFQ) as the result of a change event, your project team has the option of designating an 'Assignee' on the RFQ. An 'Assignee' is a collaborator that works for the company that was hired to do the work on a specific commitment. You then have the option to send the RFQ email notification to the collaborator to request a price quote.
ImportantIf your project team doesn't want to grant collaborators the permissions they need to submit a quote in Procore, you have the option of managing the submission process outside of Procore. If you choose this option, you do NOT need to follow the steps in Assign an RFQ. Instead, you can enter the quote as described in Respond to an RFQ on Behalf of an RFQ Recipient.
Requirements for RFQ Assignees
For a collaborator's name to appear as a selection in the Assignee drop-down list on an RFQ:
- The collaborator's company must have a company record in the Project Directory. See Add a Company to the Project Directory.
- The collaborator must have an active Procore user account in the Project Directory. See Add a User Account to the Project Directory.
- The collaborator's user account must be granted 'Standard' level permissions on the project's Commitments tool. See Manage Project Permissions Templates.
- The collaborator must be listed as an employee of the 'Contract Company' on the commitment and a member of the 'Private' drop-down list on the commitment. See Create a Purchase Order or Create a Subcontract.