The Procurement page is where you price, buy, and track the products on a project.
Before you start
Pick a project first. With no project picked, the page says Select a project to view procurement data.
Five tabs
Quotes
Price products for your client. Click New Quote, or use AI Import to read a vendor quote PDF. Click a row to open a side drawer with the details and actions. Use Archived to see quotes you put away.
Proposals
Bundle one or more quotes into one proposal for your client. You can share it with a link or download a PDF.
Purchase Orders
Order products from a manufacturer. Click New PO, or use AI Import to read a vendor quote or PO. You can also make POs from a quote with Generate POs.
Procurement Log
Track every item on order. See status, dates, shipments, and how much has arrived. Switch between Table, Timeline, and Calendar views.
Punch List
Track things to fix or finish before closeout.
Work on many rows at once
- Check the boxes next to the rows you want.
- A bar pops up at the bottom of the screen.
- Pick an action, like Set status…, Copy, Email, or Delete.
Copy and Email work when you check just one row.
Email a quote or PO
- Check one quote or one PO.
- Click Email on the bottom bar.
- Pick Quick or Formatted. Add a short note if you like.
- Look at the preview. The PDF is always attached.
- Click Copy email to paste it into your own email app. Or type the Recipients and click Send.
Get help from the agent
The Procurement Agent bar sits at the bottom of the page. Tell it what you want in plain words. It asks before it changes anything.
Common questions
Where do I start? Most people start with a quote. Then they make a proposal for the client, and POs for the manufacturers.
Can I undo an archive? Yes. Click Archived, open the quote, and click Unarchive.