Useful Tip✅| Make RFQ Templates Optional

Did You Know?

By default, a template is required when creating a new RFQ (Request For Quotation) using the RFx Manager role (RFX-OC). 
However, you can make templates optional!

How?

Make templates optional by adjusting the system setting:

  • Navigate to Configuration → Settings → RFX Template Mandatory
  • Switch the setting to OFF to make the template optional during RFQ creation