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Adding Attachments and Notes to Your Quote

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Updated
ByCorexpand

Objective: Guide suppliers on how to add attachments and notes to their quotes on the NASPO ValuePoint platform, enhancing the clarity and comprehensiveness of their submissions.

Introduction: Attachments and notes are crucial for providing additional details and clarifications that help buyers understand the specifics of a quote. This article will outline the process for including these elements to ensure your quotes are well-documented and meet all buyer requirements.

Steps to Add Attachments and Notes:

  1. Accessing the Quote:
    • Open the quote you are working on by navigating to it through your dashboard. Click on the quote ID to enter the editing mode.
  2. Adding Attachments:
    • Look for the ‘Add Attachment’ button or link, usually located near the item details or at the end of the quote form.
    • Click to upload files such as product specifications, compliance documents, or any other relevant materials.
    • Ensure that the file formats are compatible with the platform requirements and that file sizes do not exceed the limits specified.
  3. Writing Notes:
    • Find the ‘Notes’ section within the quote form. This might be a text box where you can type in additional information or clarifications.
    • Use this section to provide extra details about the products, terms of service, or any special instructions or conditions related to the quote.
  4. Reviewing and Saving:
    • Review the attachments and notes to ensure they are accurate and relevant to the buyer’s request.
    • Save changes to the quote, ensuring all added documents and notes are correctly included.
  5. Submitting the Quote:
    • Once you’ve added all necessary attachments and notes, submit the quote to the buyer.
    • Ensure that all documents are properly attached and visible to the buyer to avoid any confusion or delays in the evaluation process.

Conclusion: Including detailed notes and relevant attachments in your quotes can significantly improve the communication and understanding between you and the buyer, ultimately increasing the likelihood of your quote being accepted. Make sure these additions are clear, relevant, and supportive of your offer.

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