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This guide shows you how to request supporting documents from a supplier directly from their quote on a sourcing request.

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Request documents from a quote

  1. Open the sourcing request and find the supplier’s quote
  2. Click Request Document
  3. Select the document type you need (e.g., SDS, COA, TDS)
  4. Add any notes for the supplier (optional)
  5. Click Send Request

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What happens next

  • An email is sent to the supplier’s contact requesting the document
  • The request is logged against the quote
  • When the supplier provides the document, it will be attached to the quote and/or the approval record

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Why request documents from a quote

Requesting documents at the quote stage helps you:
  • Verify product specifications before purchasing
  • Check safety data before committing to a new supplier
  • Ensure compliance requirements are met upfront
  • Build your document register as part of the sourcing process