Quote and RFQ management covers everything from receiving a customer request to sending a priced, approved quote. Done by hand, it depends on manual cost lookups, spreadsheet templates, and back-and-forth approvals that slow response time and invite pricing errors.
The automated version reads incoming RFQs, calculates costs against current pricing, and routes a drafted quote for approval before sending it to the customer. Quotes go out faster, pricing stays consistent, and pending deals get followed up on without manual tracking.
The full workflow, from trigger to completion.
An incoming RFQ in the shared sales inbox starts the workflow automatically.
The automation reads the RFQ, pulls quantities, materials, and dimensions, and logs the request.
Current material and production costs are pulled directly for the requested spec.
The automation applies the costing template and margin rules to generate a price automatically.
Only sent when margin falls below the approval threshold, so the manager can adjust or approve directly.
Approved pricing is packaged into the standard quote template ready to send.
The finished quote is emailed straight to the customer contact.
The CRM record is updated and a follow-up reminder sequence is scheduled automatically.
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