Quote and RFQ management covers reviewing inbound requests, pricing materials and labor, drafting a formal quote, and routing it for approval before it reaches the customer. Because each step depends on manual lookups and handoffs between roles, the cycle is slow and prone to pricing errors.
The automated version reads incoming requests, pulls current costs, and drafts a priced quote without re-entry. It routes the draft for approval and sends the finished quote to the customer, cutting turnaround from days to hours.
The full workflow, from trigger to completion.
Watches the sales inbox for incoming RFQ emails and pulls the message and any attachments.
RFQ Intake parses specs, quantities, and customer details from the email and attachments.
Structured details are appended automatically to the master RFQ tracking sheet.
Cost & Pricing pulls current material costs, applies labor and overhead, and drafts the quote.
Quotes above $5,000 are held for a quick manager review before sending; smaller quotes skip this step.
Quote Delivery emails the finalized quote to the customer once approved or auto-cleared.
Opportunity record is updated with quote status and a follow-up task is scheduled automatically.
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