Question
Is it better to have multiple templates in the RFQ Platform or one template that contains everything? What's the best approach?
Answer
While it might be tempting to have one template to rule them all, it's a better practice to create multiple templates that accurately reflect the information you will be providing on each part within the request and the information you will need from the supplier. Some clients like to develop templates around specific projects or departmental needs. And many clients create reports within their ERP system to run those templates. As long as you name the templates accordingly, your entire team should be able find or create one that fits their needs.
Read more about creating Templates here.