Leads & sales

Suppliers, RFQs & freight partners

Keep supplier and logistics enquiries separate from buyer quotes.

Where to go

Sourcing → Suppliers / RFQs; Freight forwarders & CHA

Step by step

Create or select the permitted supplier record and check its contact details.
Create the RFQ linked to the relevant enquiry and specify products and quantities.
Record received offers and compare currency, units and commercial conditions.
Use Freight forwarders & CHA for logistics partners and their enquiry-linked quotes. Keep internal costs out of the buyer message.

Demo example

Demo: compare two sample offers in compatible units before carrying an approved cost into buyer costing.

Why can a supplier action need another role?

Supplier/internal-cost permissions can be narrower than buyer access. Use the permitted sourcing or procurement handoff.

Reviewed 10 October 2026 · CRM 0.53.1