Procurement

FacilityBot’s Procurement feature allows building managers to create Request for Quotations (RFQs) and email it to your selected vendors. RFQs can be created directly or from requests. 

Creating an RFQ

  • Log into FacilityBot manager portal and go to Procurement.
  • Click on the + New RFQ button to create a new request for a quotation.
  • Enter the title and description, set the closing date for the RFQ and attach the required documents. 
  • FacilityBot gives you the option to select vendors from our pre-populated list or your list of vendors. 

(Note: You can only select a maximum of 10 vendors for each RFQ.)

  • Tick the box to view your list of vendors. You can also filter the list of vendors by selecting a category from the dropdown. 
  •  For RFQ management and quote confidentiality, you can designate who in your team will be able to amend this RFQ and view quotes that are submitted.
  • Send the request for quotation or save it as draft. 
  • Once sent, the vendor will receive an email with a link to submit their quote. PDF Quotations submitted using this link will be captured in FacilityBot.

Managing Vendors

  • To add a new vendor, click on the Manage My Vendors button.
  • You can view the list of your vendors.
  • Enter the vendor’s information on the floating editing panel. You can enter the company name, country, address, email address, category, and contact number. 
  • Once all necessary information has been entered, click Ok.

Managing RFQs

  • You can view the detail of the request and its history or create an expenditure request from the quotation