Quotes

How to upload an excel file with Vendors Quotes?

To drop an Excel sheet with catalog pricing, navigate to the Inventory module and select the Manage Inventory sub-module. Then, on the left side of your screen, click on the Import Excel button. After...

Approving and Signing Quotes Online

Customers can take action on a quote as soon as it is received. By following a secure link in their quote, they'll be directed to a page where they can approve/reject it, sign it, and submit it. You w...

How Can I Answer Customers’ RFQs Using the Rotabull Integration?

Our Rotabull Integration allows you to automatically receive in Smart 145 all your customers' requests for quotes (RFQs) from the various marketplaces, as well as via phone and email. Additionally, it...

How can I set an expiration date for a quote to be signed or approved by a customer?

When sending a Quote to a customer, you can set the period of time during which this quote can be signed or approved. This can be done by setting a Valid Thru date for that quote or by using the "Vali...

How to create a Work Order from a Customer Quote

To create a Work Order from a Customer Quote, you must first locate the Quote from which you want to generate the Work Order. Please note that in order to perform this task, the Customer Quote must be...

How Can RFQs Be Created from Vendor Email Responses Using AI?

In aviation MRO and parts supply operations, purchasing teams often need to request pricing and availability from multiple vendors before making a buying decision. This process is essential for contro...

How Can Customer RFQs Be Automatically Created from Incoming Emails Using AI?

In aviation MRO and parts sales operations, customers frequently send Requests for Quote (RFQs) by email when they need pricing, availability, lead time, certification information, or repair services...