Quote and RFQ management covers turning an incoming customer request into a priced, approved, and delivered quote document. Doing this by hand means chasing technical specs, rebuilding cost calculations, and routing approvals across several people before a quote ever reaches the customer.
An automated version reads the incoming request, pulls current costing, and prepares the quote for review before sending it out. The result is a faster, more consistent quote turnaround with less manual chasing between departments.
The full workflow, from trigger to completion.
Incoming customer email with attached specs triggers the workflow.
Opportunity record is created automatically with customer and product data pulled from the email.
RFQ Intake & Costing parses attachments and pulls current material and labor costs.
If the quote exceeds the pricing threshold, the manager gets a approval request with full context.
Quote Drafting & Delivery generates a formatted quote document with correct pricing and terms.
Finished quote is emailed to the customer contact automatically.
Opportunity record is updated with quote status and a follow-up reminder is scheduled.
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Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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