> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/request-for-quotes-rfqs/add-vendors.md).

# Add Vendors

Before an RFQ can be sent, vendors must be added to the RFQ record.

BuilderTek allows you to add one or multiple vendors to the same RFQ, making it easy to collect competitive pricing and compare responses.

### <mark style="color:$primary;">Option A: Add Existing Vendors</mark>

If your company already works with vendors that have been added to BuilderTek, you can select them directly from the RFQ Dashboard.

#### Step 1: From the RFQ Dashboard, click the "Add Vendor" button.

<img src="/files/megniV5nnoOiEjsrIoCG" alt="" height="229" width="602">

#### Step 2: A new window will open displaying all vendors currently available in your BuilderTek system.

#### Step 3: Select one or multiple vendors you would like to invite to bid on the RFQ.

You can choose vendors based on the trade, project requirements, or scope of work being requested.

#### Step 4: Once the vendors are selected, BuilderTek provides two options:

* Add Vendor – Adds the vendor to the RFQ without sending an email.
* Add Vendor & Send RFQ – Adds the vendor and immediately begins the email distribution process.

#### Step 5: Click "Add Vendor" to save the selected vendors to the RFQ.

The vendors will now appear within the RFQ vendor list and will be available for future communication and bid management.

<img src="/files/tQ4xUrAus4xdYSvza29p" alt="" height="249" width="602">

You can verify that vendors have been successfully added by reviewing the vendor records within the RFQ Dashboard.

<img src="/files/vGCB3Ehc97pMbWu3gg4g" alt="" height="260" width="602">

### <mark style="color:$primary;">Option B: Create a New Vendor</mark>

If the vendor you want to invite is not already available within BuilderTek, you must first create a Vendor Account.

#### Step 1: From the BuilderTek dashboard, open the application menu and navigate to "Accounts".

<img src="/files/SdDv49pAifYAp9BI4rbs" alt="" height="349" width="526">

#### Step 2: Click "New" to create a new account.

#### Step 3: Enter the vendor's information and change the "BT Account Type" from Customer to Vendor.

<img src="/files/9W6QH9U86l4afXOzcABm" alt="" height="397" width="602">

#### Step 4: Complete the vendor profile by entering available information, such as:

* Company Name
* Phone Number
* Email Address
* Address
* Specialty or Trade Type
* Other relevant details

Click "Save" to create the Vendor Account.

#### Step 5: Once the Vendor Account is created, locate the "Contacts" Quick Link on the right side of the Vendor Account screen.

#### Step 6: Open the Contacts section and click "New".

<img src="/files/otS6O1fnK9HvnIRysReY" alt="" height="362" width="535">

#### Step 7: Enter the vendor contact information, including:

* Contact Name
* Phone Number
* Email Address
* Job Title
* Additional contact details

#### Step 8: Select the "Primary Contact" checkbox.

This is important because all RFQ communication, reminders, modification requests, and award notifications will be sent to the Primary Contact.

#### Step 9: Click "Save".

The vendor is now available within BuilderTek and can be selected when adding vendors to the RFQ.

<br>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.buildertek.com/request-for-quotes-rfqs/add-vendors.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.