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Create categorized RFQ records for incoming bid emails

Create categorized RFQ records for incoming bid emails

Your RFQ inbox mixes bids, awards, and updates, so estimators can't triage opportunities quickly. It creates categorized bid records so your estimators prioritize and act on opportunities same day.

Create categorized RFQ records for incoming bid emails

Overview

If your RFQ inbox buries new bids in a mix of replies and awards, estimators waste time opening threads instead of pricing work. This flow classifies and logs each RFQ with a short summary so your team sees prioritized opportunities and can start approvals within minutes.

Create categorized RFQ records for incoming bid emails