Quote and RFQ management involves receiving customer requests, looking up pricing and inventory, drafting quotes, and obtaining manager approval before sending. Manual handling creates delays, pricing errors, and bottlenecks that slow sales cycles and reduce quote accuracy.
Automation captures incoming requests, retrieves current pricing and stock levels from the accounting system, generates formatted quotes, and routes them for approval. the team sends accurate quotes the same day, freeing time for relationship building and closing deals.
The full workflow, from trigger to completion.
Email arrives with quote request or web form is submitted. The automation platform detects the trigger and extracts customer name, product codes, quantities, and delivery date.
The automation parses the email or form to identify customer details, product SKUs, quantities, and any special terms or delivery requirements.
Automation queries to retrieve current unit costs and volume discount tiers for each requested product.
Automation queries QuickBooks to confirm stock availability for each line item and retrieves estimated ship dates.
The automation compiles pricing, inventory, and customer data into a formatted quote document with line items, totals, and delivery terms.
Automation sends the draft quote to the sales manager with a link to review and approve or request changes.
Once approved, automation sends the final quote to the customer with a professional cover message and payment terms.
Automation records the quote CRM, linking it to the customer record and marking it as sent for pipeline tracking.
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