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.