Industrial automation / workflow 01
RFQ → Quote
without the inbox relay race.
Turn emailed PDFs, spreadsheets, web inquiries, and structured requests into a validated, quote-ready workflow while keeping pricing and customer commitments under business control.
What the workflow does.
- Capture the RFQ and attachments.
- Extract customer, item, quantity, requirement, and due-date information.
- Match customer and product records against approved systems.
- Retrieve approved price, availability, lead-time, and product data.
- Validate completeness, margin/rule thresholds, and confidence.
- Route unknown SKUs, special pricing, missing requirements, or conflicting records to a named owner.
- Prepare the quote and response for approval or release based on the agreed control model.
Governance built in
Unknown product? Stop. Price below threshold? Approve. Missing requirement? Route back. Duplicate request? Detect before recreating the work. Every material exception has an owner and an audit trail.
Measure the result.
Quote turnaround time · touches per quote · exception rate · automated volume · correction rate · quote capacity · model/API cost per transaction.