Structured RFQ forms
Specs, quantities, files and deadlines captured in one submission.
RFQ workflows
From request to quote without the bottleneck.
Quote requests often arrive incomplete, sit in an inbox and get quoted late. We build an RFQ workflow that collects the right details up front, routes each request to estimating and tracks it until it is quoted and followed up.
Get a free growth planFree | Takes 2 Minutes | Report Emailed to You- Complete requests from the first submission
- Faster, more consistent quote turnaround
- Every quote followed up
The problem
Where this usually goes wrong.
RFQs arrive missing drawings, quantities or deadlines.
Requests wait in a shared inbox with no owner.
Quotes go out and nobody follows up.
Every one of these is fixable. Here’s what we put in place.
What’s included
Everything you get with this service.
Routing to estimating
Each request assigned and visible in a queue.
Status tracking
Received, in review, quoted, won or lost, all visible in one place.
Quote follow-up
Automatic reminders to the buyer and to your team after a quote is sent.
Our process
Three steps, start to finish.
1
Document
We map how RFQs are handled today and where they stall.
2
Build
We create the form, queue and notifications.
3
Measure
We track turnaround time and win rate so you can improve both.
Outcomes
What you can expect
- Complete requests from the first submission
- Faster, more consistent quote turnaround
- Every quote followed up
Where it fits
Part of Conversion: turn interest into revenue.
Connect lead capture, CRM, AI and automation so opportunities are responded to, nurtured and moved toward the sale.
Related services
More in Conversion.
Everything we build plugs into the rest. These services pair naturally with this one.
FAQ
Good questions. Straight answers.
No. Any business that prices work on request, including contractors, distributors and service firms, can use the same workflow.
Not sure where to start?
Get your free growth plan. It takes two minutes and the report is emailed to you. You will see whether this is your biggest opportunity or whether something else should come first.
Get a free growth planFree | Takes 2 Minutes | Report Emailed to You