This guide shows you how to request a product sample from a supplier directly from their quote on a sourcing request.
Request a sample from a quote
- Open the sourcing request and find the supplier’s quote
- Click Request Sample
- Enter the quantity and units you need
- Add any special instructions or delivery details (optional)
- Click Send Request
What happens next
- An email is sent to the supplier’s contact requesting the sample
- The request is logged against the quote
- The supplier can respond to arrange delivery
When to use this
Request a sample from a quote when:
- You’re evaluating a new supplier and want to test their product before purchasing
- You need to verify quality or specifications match what was quoted
- Your R&D or QA team needs to assess the material before approval
Requesting a sample at the quote stage is a great way to start the evaluation process while pricing is still fresh. Combine this with starting the approval process to keep things moving.
