Requesting quotes from suppliers

Quote Requests let you email a supplier directly from Mortar to ask for trade pricing on an item, and track the reply without leaving the app.

This is a Professional-plan feature (Studio plan too). On Starter, the Quote Requests page still shows, but sending a new request is disabled with a note to upgrade — requests you sent before a downgrade still show in the list.

Requesting a quote

You can start a request two ways:

• From an item's "…" menu in Room Details, choose Request a quote.
• From the project's Quote Requests page, click New Request, then pick the item(s), the supplier's email (and optionally a name), and a message.

Mortar sends the request by email. Each request tracks its own reply-to address, so a supplier's reply threads back to the right request automatically — you don't need to forward anything.

Your supplier book

Suppliers you've emailed are saved to your studio's supplier book (Settings → Suppliers), so you can pick a known contact next time instead of retyping their details. Manage it directly from there — add, edit, or remove a supplier.

Tracking a request

Each request shows a status:

Click View on any request to see the message you sent and, once a supplier has replied, their response text and the quoted price Mortar extracted from it (if it could parse one). Cancel a still-open request from the list if it's no longer needed.

Applying a quoted price

Mortar surfaces the quoted price it found in the supplier's reply, but doesn't apply it to the item automatically — copy it into the item's Cost field yourself once you've confirmed it's right. (You can also ask the AI assistant to do this for you — see The AI assistant.)

FAQ

Why can't I send a new quote request? Sending requires the Professional plan or above. If you're on Starter, upgrade from Settings to unlock it.

Does the supplier need to reply in any special format? No — a normal email reply is fine. Mortar reads the reply text and tries to pull out a quoted price; if it can't find one confidently, the reply still shows in full so you can read it yourself.

Can I request a quote for more than one item at once? Yes — a single request can cover multiple items to the same supplier.