Incomplete Information
Clients send a request for a part but forget to specify material grade, tolerances, or required quantities, forcing estimators into days of back-and-forth.
Commercial intake
RFQ & Quotation Workflows
Collect complete requirements and move opportunities through review.
Capture drawings, quantities, materials, tolerances, due dates, questions, approvals and quote versions seamlessly without endless email threads.
- Guided RFQ forms
- Secure file intake
- Review and quote states
Email is not a quoting system.
When RFQs arrive via disjointed emails with missing attachments, vague requirements, and scattered correspondence, the quoting process grinds to a halt. You lose speed, accuracy, and ultimately, deals.
File Management Chaos
Large CAD files bounce back due to email limits, or sensitive blueprints are stored insecurely across different reps' local drives.
Lost Visibility
No one knows who is working on which quote, where the bottlenecks are, or why certain RFQs were abandoned or lost to competitors.
The deliverables
Automated RFQ intake systems.
We build robust workflows to handle complex quotation processes, ensuring you get the right information up front and move it smoothly through your organization.
Guided Intake Flows
Dynamic forms that adapt based on the requested service, ensuring all necessary specifications (materials, finish, quantities) are collected immediately.
Secure Document Vaults
Integrated file upload portals capable of handling massive CAD files, managing NDAs, and storing blueprints securely outside of crowded inboxes.
Estimating Dashboards
Internal Kanban boards or lists where your team can assign, track, and collaborate on quotes in real-time, moving them through standardized states.
Client Quote Portals
Secure links sent to clients where they can view the finalized quote, request revisions, or digitally sign off to approve production.
Featured Implementation
Cutting quoting turnaround time by 50%.
See how a structured RFQ workflow transformed a chaotic estimating department into a streamlined revenue engine.
RFQ Workflow EngineCustom Web App
Custom Parts Supplier
Ending the email tennis match.
A custom parts supplier had a team of 4 estimators overwhelmed by disorganized email RFQs, leading to delayed quotes and lost bids.
ChallengeEstimators spent 60% of their day just chasing down missing CAD files and clarifying material requirements with clients.
BuildWe built a guided RFQ intake portal integrated with their website, forcing clients to upload files and select specifications before submitting, feeding directly into an internal estimating dashboard.
ImpactQuoting turnaround time dropped from 4 days to 2 days, and the company won 15% more bids simply by being the fastest to reply with an accurate price.
Frequently Asked Questions
Common questions about RFQ workflows.
Answers covering integrations, security, and user experience.
Can the RFQ form connect to our existing ERP/CRM?
Yes. We routinely build integrations to push structured RFQ data directly into systems like Salesforce, HubSpot, or industry-specific ERPs via API.
How do you handle large file uploads?
We configure direct-to-cloud storage uploads (e.g., AWS S3) ensuring that massive CAD files don't hit your email server limits and are stored securely.
Will clients hate filling out a long form?
We design forms using progressive disclosure—breaking them down into simple, logical steps. Clients actually prefer it because it ensures their quote is accurate the first time.
Can we track metrics on our estimating team?
Yes. The dashboard provides analytics on how many RFQs are in progress, average turnaround times, and win/loss ratios across different estimators.
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Turn chaotic requests into
structured quotes.
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