Email/Generate a RFQ to a Vendor
- Navigate to the AvSight application, and navigate to the RFQs tab. Optionally, enter the RFQ number in the Salesforce global search
- Select the RFQ that you would like to send to the vendor.
- Click the Generate RFQ button at the top of the screen
- If a contact was selected on the RFQ, the To field will be filled in automatically with the contact's email address.
- Click Send Email to send the email and attachment shown in the preview section.
Please Note:
- Multiple email addresses can be added to the CC field using the ; character between addresses
- The email signature shown at the bottom of the email text field can be edited within your Employee record