About This Automation
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.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
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.
Most popular tool stack used
— the complete tool combinations companies use
HubSpot
Microsoft Excel
Gmail
Slack
Microsoft Outlook
Salesforce
Google SheetsWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
Recommended for you
Other high-impact processes teams commonly map alongside this one.
Frequently asked questions
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required. It's free.
Page updated