Create a quote via upload

Relevant for

XOM eProcurement
Sellers
Project RFQ

(Project RFQ) How you can create a quote via upload function

You can easily submit a quotation by uploading an Excel/CSV file. Download the file, enter all the price details and afterwards upload the file to the app.

  1. On your dashboard, select the RFQ that is open for quotes.
  2. Click “Make a Quote”
  3. At the top, you can change the delivery date if necessary
  4. Click on “Download Excel”
  5. Open the Sheet. Fill in all information including price amount, weight per unit, expected delivery and all available additional costs for each product
  6. Go back to the application and click “Upload file”
  7. Select the file and click “Load data”. The information will be loaded automatically

Did you receive an error message after uploading your quote? Please check the following:

  • Make sure to use the units provided in the Excel sheet
  • Fill out the approximate weight when quoting in price/piece
  • Please skip the line when you do not want to quote on an item

Afterwards, you can also offer alternative product specifications

  1. Click “Offer different specifications”.
  2. Enter the alternative specifications of your offer.
  3. At the bottom page, you can specify delivery, packaging and toll costs
  4. Next you specify terms of payment
  5. Select the date until which the prices are valid then click "Send quote"
  6. A Pop-Up Window will open, where you have to confirm the quote
Quick tip

If needed, you can add comments per product on the right hand side of the product row. To add a comment for the entire offer, you scroll down to the bottom of the page.

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