Create RFQ records and log incoming requests for review
Create RFQ records and log incoming requests for review
Your incoming RFQ submissions go unrecorded across systems, delaying owner assignment and quoting. Centralize each RFQ into your CRM and a tracking table so pricing and routing can start same day.
Workflow preview:
Zap details:
Overview
When RFQs arrive in different systems, quoting stalls and ownership is unclear; this flow guarantees each request is recorded, matched to product data, and routed. BD managers and sales ops get pricing-ready records and ownership assigned the same day, reducing handoffs and delays.