> 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/create-rfq.md).
# RFQ Creation
Once the Walkthrough has been approved, you can begin the vendor bidding process by creating an **RFQ (Request for Quote)** directly from the Walkthrough Dashboard.
Creating an RFQ from a Walkthrough allows you to transfer approved scope items, quantities, notes, and supporting documentation directly into the RFQ process, eliminating duplicate data entry and ensuring vendors receive accurate project information.
One of the key advantages of this workflow is flexibility. A single Walkthrough can generate multiple RFQs, allowing you to request pricing from different vendors, trades, or project areas independently.
### Step 1: Open the Create RFQ Window
From the Walkthrough Dashboard, locate the "Create RFQ" button in the top-right corner of the screen.
Once the Walkthrough status has been updated to "Approved", click "Create RFQ".
A new window will open where you can choose how BuilderTek should group the Walkthrough items for RFQ creation.
### Step 2: Select a Grouping Option
BuilderTek provides multiple grouping methods to help organize RFQs based on your project requirements.
\
**1. Trade Type**
Group all Walkthrough lines belonging to the same trade into a single RFQ.
Examples:
* Flooring
* Electrical
* Plumbing
* Painting
This option is useful when requesting bids from specialty subcontractors.
\
**2. Cost Code**
Groups Walkthrough lines based on matching cost codes.
All items assigned to the same cost code will be included in a single RFQ, making it easier to maintain consistency between estimating, budgeting, and vendor bidding.
**3. Section**
Groups Walkthrough lines based on project sections.
Examples:
* Kitchen
* Bathroom
* Exterior
* Living Room
This option allows you to create RFQs for one or multiple sections of the project.
**4. Select Walkthrough Lines**
This is the most commonly used option.
Instead of grouping automatically, you manually select the exact Walkthrough lines you want to include in the RFQ.
This provides the greatest flexibility and control over the bidding process.
### Step 3: Select Walkthrough Lines
Choose "**Select Walkthrough Lines**" and continue to the next screen.
BuilderTek will display all approved Walkthrough lines available for RFQ creation.
One of the latest enhancements to the Walkthrough module is image support at the line-item level. Any photos attached to a Walkthrough line can automatically travel with that item throughout the BuilderTek workflow.
As a result, when a line containing images is included in an RFQ, those images can also be shared with vendors during the bidding process.
This provides additional context and reduces confusion by allowing vendors to visually review site conditions, existing installations, or project requirements before submitting pricing.
### Step 4: Choose Items for the RFQ
The next screen displays a complete list of eligible Walkthrough lines.
To add an item to the RFQ:
* Select the checkbox next to the line item
* Choose one, multiple, or all Walkthrough lines
* Include items from different sections if required
For larger Walkthroughs, BuilderTek provides filtering options to help locate specific items quickly.
You can filter by:
* Section
* Trade Type
* Cost Code
These filters are especially useful when working with large remodeling projects that may contain hundreds of Walkthrough lines.
### Step 5: Create the RFQ
Once you have selected all desired Walkthrough lines, click "**Create RFQ**".
BuilderTek will automatically generate the RFQ using the selected items and transfer you directly to the newly created RFQ Dashboard.
From there, you can:
* Add vendors
* Review RFQ details
* Attach supporting documents
* Send bid requests
* Track vendor responses
#### Outcome
Your RFQ has now been successfully created from the approved Walkthrough.
The selected Walkthrough lines, notes, quantities, and supporting documentation are now available within the RFQ, allowing you to begin the vendor bidding process and collect pricing for your project.
---
# 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/create-rfq.md?ask=&goal=
```
`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.