How to decline a quotation request (contractors)

If you receive a Request for Quotation (RFQ) that your team is unable to fulfil—due to capacity, scope, or scheduling—follow these steps:

1. Navigate to the Quotations Tab
2. Locate the Request: Find the specific task marked with the purple "Awaiting quotations" status.
3. Open the Action Menu: Click the three dots (⋮) icon on the far right of the task row.
4. Select "Decline to quote": Choose this option from the dropdown menu.
   • Note: This menu also allows you to "Ask a question" if you simply need more information before deciding.
5. Provide a Reason: Depending on the managing agent's requirements, you may be asked to provide a brief reason for declining.
6. Confirm: Once submitted, the task will be removed from your active Quotations list and archived.