Create RFQ package, export presentation, and email vendor
Create RFQ package, export presentation, and email vendor
You receive RFQ records without a packaged vendor brief, so project teams assemble slides and files. Build and attach a presentation, move it into the vendor folder, and draft the vendor email same day.
Overview
When RFQs arrive as raw records, procurement and project timelines stall while teams assemble materials. This flow instantaneously builds a vendor slide pack, files it in the correct folder, and drafts the vendor email so coordinators can send requests the same day.