Email/Generate a RFQ to a Vendor

Email/Generate a RFQ to a Vendor

  1. Navigate to the AvSight application, and navigate to the RFQs tab. Optionally, enter the RFQ number in the Salesforce global search
  2. Select the RFQ that you would like to send to the vendor.
  3. Click the Generate RFQ button at the top of the screen
  4. If a contact was selected on the RFQ, the To field will be filled in automatically with the contact's email address.
  5. 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

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