VendorRFQ templates allow you to customize the email messages sent from VendorRFQ. Users can customize four templates that are used to send updates to both the Vendor and the Buyer as seen below.
To access the VendorRFQ email templates navigate to Tools -> Options -> VendorRFQ -> Vendor RFQ Email Template Setup.
To Vendor - Buyer Posted Comment
This email is sent to the vendor on the RFQ when the buyer posts a comment.
To Vendor - Request for Pricing
This email is sent to the vendor when the buyer requests pricing from them.
To Buyer - Vendor Posted Comment
This email is sent to the buyer when the vendor posts a comment on the RFQ.
To Buyer - Vendor Submitted Bid Details
This email is sent to the buyer when a vendor submits a bid.
Important: Customizing VendorRFQ email templates requires HTML expertise. Once customized, you are responsible for maintaining the template, as automatic updates and fixes can not be applied. However, you may revert to the default template at any time. |
Each template can be customized by selecting the template you wish to edit and selecting the Customize radio button. This makes the email body and email subject editable and you can customize the template using Scriban language syntax, which is very similar to HTML, and macros. Learn about the Scriban template language here.
Within the email body you can use a combination of text, HTML, and macros to build your customized email templates. A list of available macros is included below.
Available Template Macros
Standard Set (Available in all)
{{ rfq_number }}
{{ rfq_name }}
{{ request_rfq_number }}
{{ buyer_company_name }}
{{ buyer_name }}
{{ buyer_email_address }}
{{ buyer_phone_number }}
{{ buyer_phone_ext }}
{{ vendor_name }}
{{ link_url }}
To Vendor - Buyer Posted Comment
(includes Standard Set)
{{ comment }}
To Vendor - Request for Pricing
(includes Standard Set)
{{ numer_of_items }}
To Buyer - Vendor Posted Comment
(includes Standard Set)
{{ comment }}
To Buyer - Vendor Submitted Bid Details
(includes Standard Set)
{{ for item in items }}
{{ item.manufacturer_part_number }}
{{ item.description }}
{{ item.price_currency }}
{{ item.vendor_part_number }}
{{ item.vendor_part_number_before }}
{{ item.price }}
{{ item.price_before }}
{{ item.conditions }}
{{ item.conditions_before }}
{{ end }}
