Use spec sheets in bids and RFPs

Use spec sheets in bids and RFPs

Applies to: Direct Supply solutions and resources noted; steps may vary by product.

Overview

This article explains how to perform use spec sheets in bids and rfps in the context of eCatalogs & Spec Sheets.

Prerequisites

• Appropriate role/permissions for the action
• Access to relevant Direct Supply site or tool (e.g., Store, TELS, Designer Link)

Steps

1. Open the page or module for use spec sheets in bids and rfps.
2. Complete required fields; validate selections or attachments.
3. Save or submit for approval, as needed.

Verify

• Confirm expected results (e.g., order status, report output, saved settings).
• Check any downstream outputs (e.g., quotes, PM tasks, invoices).

Troubleshooting

• Review validation messages and correct data.
• If issues persist, capture screenshots and contact Support.

Note: This demo content is structured to showcase Zendesk features.