Every job starts with a quote. But before you can even begin thinking about pricing, risk, and lead time, you have to get the quote set up correctly. Paperless Parts helped solve that problem a long time ago with our automated quote setup workflow, and we’ve added even more automation since then, meaning setup time should keep getting shorter. In this live workshop, we’ll walk through several RFQ scenarios and show the fastest, cleanest ways experienced users set up quotes in Paperless Parts. We’ll start with a simple RFQ and then move through progressively more complex examples so you can see how the workflow scales, from assigning the right contact and completing the header to building line items and quantity breaks. You’ll pick up practical shortcuts, repeatable patterns, and small configuration choices that speed up setup and improve consistency. You’ll leave with a tighter workflow you can apply immediately.

Level/Prerequisites: This workshop is appropriate for newer users of Paperless Parts or those looking for a refresher. It is particularly useful if you have primary responsibility for setting up quotes.