Help Home/Creating Negotiations

You can use a document template of a specific type (RFI, RFQ, or auction) to create a new document of the same type. See Creating Negotiation Templates for instructions on creating negotiation templates.

To use a sourcing document template:

1. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page.

2. On the Create: Header page, click Apply Template.

3. Search for and select the template you want to apply. On the results display, select the template and click Apply to create a new negotiation with this template.

4. You can add to, edit, or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation.