Intake an RFQ

An RFQ (request for quote) records what a customer asked you to price before any quote exists. Use it to triage incoming demand and keep a paper trail from inquiry to quote.

Create an RFQ

You can capture an RFQ two ways:

• Manually. Go to Sales > RFQs and select New RFQ. Choose the customer and add the items and quantities they asked about.
• From email. Inbound customer emails to your sales address can land here automatically as a Received RFQ, with the sender matched to a customer and the body captured for context.

Work the RFQ

1. Open the RFQ. New ones sit in Received.
2. Add or correct the line items (item and quantity per line). You can attach price breaks per line just like on a quote.
3. Select Mark in review to show the rest of the team you are pricing it.

Convert it to a quote

1. When you are ready to price it formally, select Convert to quote.
2. Workcell creates a Draft quote carrying the customer and every line over, and moves the RFQ to Quoted.
3. Finish pricing and send the new quote. See Create a quote.

Close it out

If the customer goes quiet or the request is no longer live, select Close (no further action expected) or Cancel. For what each state means, the full RFQ status list is in the in-app reference.