How to Create & Send RFQ (Request for Quotation) Links?

When you are dealing with multiple vendors, it can often be challenging to streamline the quotation process. Different vendors may submit quotes in various formats and often miss important details, leading to confusion and delays.RFQ links can help you solve this.

While creating an RFQ link, you can define the specific columns and fields that a quotation must include. So, when all your vendors use the same RFQ links to submit their quotations, it ensures that every vendor quote contains the required information you need to evaluate and compare offers effectively.

Let’s see how you can create & send RFQ links on Refrens.

Creating & Sending RFQ Links

Go to Business Settings > Accounting Options > Customised RFI/RFQ > click “Create New Link”:

You will see the following form to configure the RFQ:

You will see four sections here: 

• Link Name: Name this link as per your preference for your future reference.
• Bill Type: Select RFQ.
• Customise Headers: Add custom fields that the quotation header must have.
• Customise Columns: Customise column names, types, and more as per your business needs.

Once done, click “Save” and your RFQ links will be ready to use.

All your RFQ links will be visible under the “Customised RFI/RFQ” section of your business settings:

As you can see, you can edit, delete, or mark a link as Inactive from the “More” options for a particular link.

Click on “Copy Link” to copy the link and share it with your vendors.

How can your vendors use your RFQ links to create Quotations?

When your vendors open your RFQ links, they will see a custom Quotation creation page as per your configuration:

Once they create & save the Quotation, it will automatically appear on your Refrens dashboard.

Let’s see how:

Viewing Vendor Quotation created via RFQ links and converting them into Purchase Orders

Quotations your Vendors create using the RFQ links will automatically appear on your Refrens account under Purchases Orders> Suggested Purchase Orders Tab:

You can click on any Vendor Quotation to review it and decide if you want to Accept or Reject it as a Purchase Order:

If you accept a Vendor Quotation, it will automatically get converted into a Purchase Order and appear in your Purchase Order Dashboard:

That’s it!

If you still have questions, please drop an email at care@refrens.com OR reach out to us on live chat support for quick assistance.

Updated on: 30/07/2025