Accepting A Quote

Learn how to accept a quote.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. For the quote in question, click Go > Populate Details.
2. If the quote is for a Supplier you have a direct relationship, fill out all of the details on the confirmation page and click Save & Accept. The quote will appear in green, marked as accepted.
3. If the quote is for a supplier you have access to via UCR Consultants, fill out all of the details on the confirmation page and click Save & Submit.
4. The contract information will be sent automatically to UCR Consultants via API.
5. You will receive an email and system notification stating whether the quote has been accepted by UCR Consultants.
6. If the quote is accepted by UCR Consultants, the quote will appear in green, marked as accepted. If the quote is rejected by UCR Consultants, the Tender will be marked as lost and you will have to start the process again by building a new opportunity.