Portal Quote Requests

What portal quote requests are

Customers with portal access can submit RFQs via the self-service wizard. They land here as new records for your team to triage.

Menu: Plating → Sales → Quote Requests.

Box ① — + New (rarely used; requests come in via portal). Box ② — the column header with filters. Box ③ — a data row to click into.

States

• New — just submitted, no one has looked yet.
• Under Review — estimator is analyzing.
• Quoted — a quotation has been generated from this request.
• Rejected — we decided not to bid.

Open a request

Click into the row. You'll see:

• Customer details + contact.
• Parts the customer described (part number, quantity, optional drawings).
• Requested coating + thickness.
• Notes + attachments.

Convert to a quote

When the request has enough info:

1. Open it.
2. Click Create Quotation.
3. The system opens the Quote Configurator pre-filled with the customer + parts + coating.
4. Complete any missing data (surface area if not provided, exact part catalog entry).
5. Save & send.
6. The request's state flips to Quoted and links to the new quote.

Rejecting a request

If we don't bid — capacity, material we don't process, customer on hold:

1. Open the request.
2. Click Reject.
3. Enter a reason.
4. An email auto-fires back to the customer via the FP: Quote Rejected template.

Common triage signals

• Missing surface area / drawings → reply asking for drawings before quoting.
• Part not in catalog → create the part first, then quote.
• Customer on account hold → reject + escalate to accounting.

What can go wrong

Portal request shows no attachments

Customer uploaded files but they didn't transfer. Check the portal session log; manually ask customer to resend via email.

Multiple requests from the same customer for the same part

Merge them: open one, link the others via the Related Requests field, process as a single quote.