Talk through a workflow

Free tool · inside sales - Make an incomplete request easier to review.

Use the RFQ Review Kit to identify missing information and assemble a clarification email. Try the sample, then take the editable templates back to your team.

Use the sample here. Take the worksheet to work.

Edit the sample lines and pick the questions to ask. Use sample data here and the downloaded workbook for your customer RFQs. Your edits stay on this page until you reset, reload, or leave.

Download the Excel Review Kit

Includes a blank table, worked example, checklist, instructions, and clarification templates. No signup.

1. Review the sample lines

Start with the missing unit on line 2. Add the detail, update the review status, and choose the questions you need to send back to the customer.

Sample line 1 · SAMPLE-MFG BRG-204 bearing24 EA · Needs review · 0 clarification issues
Questions to include for line 1
Sample line 2 · 3/8-inch tubing80 — unit unresolved · Clarification needed · 2 clarification issues
Questions to include for line 2
Sample line 3 · Same seal as last time6 EA · Clarification needed · 2 clarification issues
Questions to include for line 3
Sample line 4 · SAMPLE-MFG SL-410 seal12 EA · Escalate · 1 clarification issues
Questions to include for line 4
Sample line 5 · SAMPLE-MFG HV-900 valve6 EA · Escalate · 1 clarification issues
Questions to include for line 5

2. Review your clarification draft

Your selected questions form one email. Copy or download it, add your greeting, and send it through your usual email tool.

Thanks for your request. Could you help us clarify the following?

Line 2 — 3/8-inch tubing: please confirm the manufacturer and complete part number, or an approved prior-order reference; the intended unit of measure.

Line 3 — Same seal as last time: please confirm the required delivery date; the prior order number and line for the item you want to reorder.

Line 4 — SAMPLE-MFG SL-410 seal: please confirm an approved drawing or manufacturer reference so our team can resolve conflicting specifications.

Line 5 — SAMPLE-MFG HV-900 valve: please confirm an approved product document or source reference for our team to review.

Once we have these details, we can complete your quote.

Handling this repeatedly?

We build intake that reads your RFQs and prepares these checks for your team, connected to the systems you already use.

Explore RFQ preparation →See the RFQ workflow in action