Quotes

Can I send out a request for quotation to a supplier listed in Parts Base from Smart 145?
Yes, indeed you can. The first step is to provide our support team with your  Parts Base (PB) credentials and wait to receive our confirmation. Next, you may start interacting with PB right...
How to upload an excel file with Vendors Quotes?
Dropping an Excel sheet with catalog pricing is only possible in the Inventory Module. You have to go to the left side of your screen for that. Afterward, you click on Manage Inventory and then on Imp...
How Can I Create "Customer Quote" Statuses?
In order to create "Customer Quote" statuses, you need to have Admin rights and access the "Administration" Dashboard:There, you have to go to "Statuses" under "Customer Quote" and click on "Create St...
Approving and Signing Quotes Online
Customers can take action on a quote as soon as it is received. By following a secure link in their quote, they'll be directed to a page where they can approve/reject it, sign it, and submit it. You w...
How Can I Answer Customers’ RFQs Using the Rotabull Integration?
Our Rotabull Integration allows you to automatically receive in Smart145 all your customers' requests for quotes (RFQs) from the various marketplaces, as well as via phone and email. Additionally, it...
How can I set an expiration date for a quote to be signed or approved by a customer?
When sending a Quote to a customer, you can set the period of time during which this quote can be signed or approved. This can be done by setting a Valid Thru date for that quote or by using the "Vali...