RFQ preparation · inside sales - Less time retyping. More quotes ready to send.
We build RFQ intake that reads the email and attachments, matches requested items to your catalog, and puts a quote draft in front of inside sales. Missing units and unclear part numbers arrive with a question to resolve, so your team can keep the quote moving.
What changes
The salesperson opens a prepared list of line items, quantities, units, and catalog matches, with the source beside each one. Exceptions come first. They can correct a line, ask the customer for a missing detail, and move the approved request into the normal quote process.
Built around your sales team’s judgment
Your people know the applications, customer agreements, and alternatives. We give them the product information and open questions together, so they can confirm the right item, set the commercial terms, and send the quote.
Start with your RFQs and a working prototype
The first paid project builds and tests one RFQ workflow using your samples. Scope and fixed fee are agreed before work begins. You get a working prototype, measured results, and a clear plan for the next step.
01 · Free workflow conversation
Map the workflow
Show us where the work piles up: the inbox, the spreadsheet, the quote screen, or the daily status chase.
You receive: A clear starting point, the people to involve, and a plan for testing the improvement.
02 · Paid validation
Build and test the first version
We build a working prototype from your samples and test it with the people who do the job. We agree the scope, fixed fee, and success measures up front.
You receive: A working prototype, a report showing accuracy and time saved, the exceptions to resolve, and a recommendation for the next step.
03 · Production pilot
Put it to work
Connect the workflow to your systems, train a small group, and review real work together before expanding to the team.
You receive: A live workflow with monitoring, a named owner, and a guide your team can use. We scope and price the pilot after validation.
04 · Ongoing support
Keep it running well
Keep sources current, review recurring exceptions, and improve the workflow as your business changes.
You receive: A support plan with named responsibilities, response times, and a clear route for requesting changes.
Test the details that slow quoting down
- Real examples of your emails, PDFs, and spreadsheets, checked with the salesperson who handles them.
- Everyday requests alongside missing units, customer part numbers, ambiguous references, and conflicting specifications.
- Preparation and review time compared with today, correct matches, missed exceptions, and feedback from the team.
- A written report showing what works, what needs adjustment, and the recommended path into daily use.
From prototype to the quote desk
After validation, we scope and price the production pilot: shared inbox, catalog updates, quote output, ERP integration, and a small group of users. We choose the connection your systems support and work through live RFQs with the team.
Rollout includes training, monitoring, documentation, and a named owner. Ongoing support covers source updates, recurring exceptions, and improvements as the workflow changes.
A good fit for a busy quote desk
RFQs arrive every day. Your team copies line items between emails, spreadsheets, and the ERP. Experienced salespeople spend time gathering details they already know how to interpret. That is where a prepared review queue earns its place.
Bring the person who prepares the quotes to the first conversation. We’ll map where the time goes and choose the most useful place to start.
Let’s start with one thing.
Give your team more time for the work that needs them.
Show us the quoting, order-entry, or follow-up work that keeps piling up. We’ll map it with you and find a practical place to start.
Start with a free workflow conversation with Alex.