Version: 1.1.1
Audience: User

Use-Cases:

  • You want to capture files from external web form through your vendor while submitting Item attributes and Quote.
  • You want to ensure the file information flows from RFQ to Pre-Item record (PIR) after a vendor wins the quote.

Pre-requisites:

  • eXtendFiles bundle is required to be installed in your account for this feature. 
  • eXtendFiles must be enabled on PIR & RFQ records. Please refer to this article for more details regarding eXtendFiles enablement.
  • Public upload feature must be enabled on RFQ record if you want to show the file upload section on RFQ external form. Please refer to this article for more details regarding the eXtendFiles public upload feature configuration. 

Using eXtendFiles with eXtendVendor RFQ

eXtendFiles enables you to upload files and show them on RFQ external form for giving you vendors more information regarding the RFQ. And vendors can also upload files directly from the external form against the RFQ for your reference. 

File flow structure: 

 

Files uploaded/attached on PIR record moves to each RFQ record. 

 

Files uploaded on Winning RFQ record flows back to PIR record and then to the created items. Please refer to this article for more details regarding external RFQ form submission.

External RFQ form with uploaded files links -