"RFQs originate from client portal submissions; admins review and generate corresponding quotations through Channel Partner Portal to manage service/product requests efficiently."

Step-1: Login to Admin portal >Navigate to: Quotations → Manage RFQs

Step-2: RFQ management interface

• RFQ listing (ID, date, client/agent details, status)
• Status tracking (Pending/Completed)
• Action options (View Details/Create Quotation)

Action-1: View RFQ Details

RFQ detail view includes:

General Assessment: Q&A section captures business requirements, communication preferences, and payment terms to understand client needs for accurate quotation.

Attachment functionality: clients can upload supporting documents and admins can download these attachments for review while processing quotations. "Download Attachment" button provides easy access to supplementary files.

Products/Services & Requirements: Selection of specific products/packages followed by detailed technical requirements and specifications needed for service implementation and pricing.

Action-2: Create Quotation against RFQ

Step by step Guidelines for Creating Quotation through RFQ:

Step-1: Login to Admin portal >Navigate to: Quotations → Manage RFQs > Action( three ...) >Create Quotation 

Step-2: Review Header Information

(It is auto populated from client’s profile and from details provided in Quotation settings through settings module)

• Quotation number & issue date
• Client details (name, address, contact)
• Payment terms & currency
• Contact person & email

Step-3: Product Section Handling

• Order Lines: Transfer products from RFQ
• Item details (ID, SKU, Product Name)
• Set quantity, unit price
• Calculate line totals
• Option to add/remove products
• Add custom products if needed

Step-4: Financial Calculation

To get the grand total this order is been followed:

Subtotal (Sum of line items)

Discount Application

• If Percentage: Subtotal × (Discount%)
• If Amount: Subtract fixed value

Add Shipping/Delivery

Tax Calculation

• If Percentage: (Subtotal - Discount + Shipping) × Tax%
• If Amount: Add fixed tax amount

Grand Total = Subtotal - Discount + Shipping + Tax

Step-5: Reference Sections

• Optional Products tab
• Other Info section
• Received RFQ details

Step-6: Actions Available

• Add a product
• Add a section
• Add custom product
• Save as draft
• Send to Customer
• Back option

Complete Process Flow:

Client submits a request for quotation  →System routes to appropriate agent/admin  →Agent reviews and creates a detailed quote with product line items  →Quote is sent to client for review   →Client accepts, requests modifications, or rejects  →Upon acceptance, quote converts to a sale order for payment processing.