09 Upload Vendor Quotes to Simpro

If you upload a quote to EzzyBills, EzzyBills will create it in your Simpro.

Step 1: Upload Quote

You have several options for uploading vendor quotes to EzzyBills:

(i) Advanced Upload

• Navigate to Advanced Upload > Workflow > Quote.
• Upload the files directly in this section.

(ii) Email Upload

• email the quote files to  ####.Quote@ezzybills.com, where ####@ezzybills.com is your EzzyBills upload email address

Step 2: Assign the Job

After uploading, EzzyBills will flag that you will need provide a job number. To provide a job number,

• Log in to EzzyBills, go to the Dashboard, find the upload you want to update, and click Modify in the Link column.
• Find the Job Assignment field below the New Tracking section, select the appropriate job and then click the Save button.

Once the quotes are uploaded, EzzyBills will automatically generate the corresponding supplier quote in SIMPRO.

Below is an example of a vendor quote successfully exported to Simpro for further processing: