Builder: Quote Comparison
Builder: Quote Comparison
As quotes are submitted into the BuiltGrid application, the builders quote comparison page will be created to allow for easy supplier quote comparison and supplier selection for the job. Each job category where suppliers have been selected and submitted a quotation for will be listed in the comparison sheet. Follow the process below to access and order supplies/services from the quote comparison page.
Review Quotes & Order
Click Projects
Click Quotes button where the project has quotes returned
The Job Status page will be displayed and will show the Quotes & Orders table will highlight key information regarding the jobs within the project. See explanation of the fields below:
| Column Name | Column Description |
|---|---|
| Category | Name of the job category for quote submission |
| Listed | Date that the job was originally listed on |
| Invited | Name of the Suppliers invited to quote |
| Declined | Name of any suppliers that have declined to quote the job |
| Accepted | Name of any suppliers that have accepted to quote the job but haven't submitted the quote |
| Submitted | Name of any suppliers that have completed and submitted a quote for the job |
| Compare | Button to compare the quotes that have been submitted |
| Ordered | Highlighting the supplier the builder have order the quote through |
Click the compare button on the job category that you want to review, compare and order
The comparison page will process
The Compare Quote table will be displayed, highlighting submitted quotes from suppliers at the top of the page. Full explanation of the fields available in the quote comparison page is below:
| Row Name | Row Description |
|---|---|
| Jobs Included | Job Categories from the project listing that are included in the submitted quote |
| Value Proposition | The suppliers value that they offer |
| Service Feature | Product or service provided within the submitted quotation |
| Warranty | Outlined product or service warranty information |
| Sourced | Highlighting if the product or service is sourced locally or imported |
| Comments | Additional comments from suppliers regarding the quotation |
| Exclusions | Any notable exclusions products or services from the quotation submitted |
| Total Cost | Total cost of that suppliers submitted quotation |
| Payment Terms | The payment terms the supplier has outlined |
| Delivery Included | Yes or no response to if the supplier has included delivery in the quotation |
| Quote Expiry | Any notable amount of days that the quote is valid for |
| Quote | Viewable and downloaded link to the physical quotation |
| Supporting Document | Viewable and downloaded link to the any other physical supporting documentation |
Review all quote information to ensure all necessary works have been included in the quotation
Once it's determined what quote will be ordered, click on the order button under the suppliers name
Fill out the order number where needed, otherwise the BuiltGrid application will automatically generate an order number
Allocate the estimated delivery date in the Estimated schedule field by click on the calendar and selecting the correct date
Select the payment method where needed
Add any additional comments to the supplier
Click Confirm Order to proceed and the following items will then occur:
A digital contract will be generated from supplier terms settings and job details
The selected supply partner will review the order, estimated schedule and digitally sign
A notification to review final terms and digitally sign will be sent to the supplier
Updated on: 06/09/2022
Thank you!