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Create RFQ project group and tasks from form

Create RFQ project group and tasks from form

You receive RFQ submissions as raw form data, leaving quotes unassigned and engineering prep stalled. It creates a project group and starter tasks so owners can begin fabrication planning the same day.

Create RFQ project group and tasks from form

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Overview

Manual RFQ intake ties up your engineers and slows quotes; copying form fields into boards wastes time. This flow turns every website RFQ into a grouped project with starter tasks so owners can triage and start fabrication planning the same day.

Create RFQ project group and tasks from form