What is an RFQ in Tacto?
An RFQ (Request for Quotation) is a structured request process for obtaining quotes from Suppliers – from simple individual Articles to complex tenders. You can find RFQs in the sidebar under Tools → RFQs.
An RFQ goes through the following phases:
Create — in the steps General, Articles, Details and Suppliers
Publish — the invited Suppliers receive an email with a personal link
Manage — on the "Overview" tab, you track responses, invite more Suppliers or change the deadline
Evaluate — on the "Comparison" tab, you compare the quotes and renegotiate if needed
Award and close — on the "Award" tab, you document your decision and log savings
The RFQ overview
The overview page shows all RFQs, split into the "All" and "My" tabs. You can filter by status, Responsible, due date, Articles, Suppliers, team, creation date and internal fields, among others. The "Unread messages" column shows where there are new chat messages from Suppliers.
💡 You can also see your open RFQs on the dashboard: in the "My work" widget, the "RFQs" tab shows your drafts and published RFQs for which you are the main contact.
Where can I start an RFQ?
On the overview page via "+ Create new" (either "New RFQ" or "Start from a template") or by using "Duplicate" on an existing RFQ.
In the Supplier profile on the "RFQs" tab via "Create new".
In the Supplier overview: select Suppliers → "RFQ" in the menu at the bottom → "Create new RFQ" or "Add to existing RFQ".
In the detail view of an Article on the "RFQs" tab.
In the Article overview (also for drawing parts): select Articles → "Create RFQ" in the menu at the bottom (max. 200 Articles).
In the Contact overview and in the Supply sources table: select entries → "Create RFQ" in the menu at the bottom.
From a Finding via the "Create RFQ" button.
From a line item of a framework contract via "Create RFQ for follow-up contract".
In the Analytics module (if booked): select Articles/Suppliers → three-dot menu at the top right → "Create RFQ".
From Purchase requisitions via "Start RFQ" (if enabled for your account).
Frequently asked questions
Q: When are the first quotes visible?
A: As soon as Suppliers have responded, the quotes are shown on the "Comparison" tab and can be analyzed right away.