RFQ to Quote
A draft quote your approver can sign, built from your price history and rules.
RFQ to Quote is manufacturing quoting software that reads each request and drafts the quote line by line from your price history, contracts, inventory, and engineering rules. Your estimator reviews a draft, and a person approves every quote before it goes to the customer.
What it does
An RFQ arrives as a PDF with a drawing reference, a spec sheet, and a due date. Before anyone can price it, your estimator digs through past quotes, checks the customer's contract terms, asks the warehouse what's on hand, and asks engineering whether the tolerance is achievable. Then they rebuild a spreadsheet that looks a lot like the last one, while the buyer waits.
RFQ to Quote reads the request into structured lines and matches each one to an existing item, or flags it as new or custom. It checks price history, contract terms, stock, lead times, and your engineering rules for every line, then assembles a draft quote with the source for every number one click away. Lines inside your rules are marked ready, and lines outside them go to the right person with the context already gathered.
Your approver, whether a sales manager, estimator, or engineer, reviews the flagged lines and approves the quote before it goes out. Margins, discounts, custom work, and delivery promises stay with the people accountable for them, and you decide which kinds of lines need which approver. We build RFQ to Quote for each engagement, starting with a prototype on a sample of your past RFQs.
What it handles
RFQs in any format
A request can arrive as a PDF, an email, a spreadsheet, or a portal download. Each one is broken into structured lines with quantities, specs, dates, and delivery terms. Your estimator starts from a clean list instead of retyping the buyer's document.
Price history and contracts
Each line is priced from what this customer paid before, what you quoted similar customers, and any contract or volume terms on file. The draft shows which source set each price. When nothing close exists, the line is flagged rather than guessed.
Inventory and lead time
On-hand stock, open production, and supplier lead times are checked for every line. The promised date on the draft is one your plant can keep. A line you can't fill in time is flagged before the buyer hears a date.
Engineering rules
Your material, tolerance, minimum run, packaging, and configuration rules are applied to every line. A request you can't make is caught before it's quoted. The engineer sees the rule it tripped and the spec excerpt behind it.
Exceptions routed
A custom grade, a price below margin, a new customer, or an impossible date goes to the right approver. The context arrives with it, including the spec excerpt, similar past jobs, and the rule it tripped. You decide which kinds of lines need which approver.
Your quote, your systems
The approved quote comes out in your own format, ready to send. It's written back to your ERP or CRM, so the history is there for the next RFQ. When a buyer asks why a price changed, every line still shows where it came from.
See it working
Who it's for
FAQ
RFQ to Quote questions
Does RFQ to Quote set our prices?
No, it doesn't. It drafts the quote from your price history, contract terms, inventory, and engineering rules, and your team sets the price. Your approver reviews the flagged lines and approves every quote before it goes to the customer, so margins, discounts, and delivery promises stay with the people accountable for them.
Is RFQ to Quote a CPQ for manufacturing?
It does the part many teams want from CPQ for manufacturing, which is reading the RFQ, applying price history, contract terms, and engineering rules, and drafting the quote line by line. The quote comes out in your format and is written back to your ERP or CRM.
How does RFQ automation check whether we can make it and deliver on time?
Each line is checked against on-hand stock, open production, and supplier lead times, so the promised date is one you can keep. Your material, tolerance, minimum-run, and packaging rules catch a request you can't make before it's quoted. That line goes to the right approver with the spec excerpt and the rule it tripped already gathered.
Can we see where each price on a quote came from?
Yes, you can. In manufacturing quoting software, every line should show its source, and here it's one click away. You see what this customer paid before, what similar customers were quoted, and the contract terms on file. When a buyer asks why a price changed, your team answers from the record.
What happens to a custom or unusual request?
Lines outside your rules, such as a custom grade, a price below margin, a new customer, or an impossible date, go to the right approver with the context already gathered. An engineer gets one flagged line with the spec excerpt, similar past jobs, and the rule it tripped, instead of a whole RFQ waiting in their inbox. Lines inside your rules stay marked ready.
What formats can an RFQ arrive in?
An RFQ can arrive as a PDF, an email, a spreadsheet, or a portal request. Each one is broken into structured lines with quantities, specs, dates, and delivery terms. Each line is then matched to an existing item or flagged as new or custom, so your estimator knows which lines need a closer look.
How is RFQ software different from a quoting spreadsheet?
A quoting spreadsheet starts from whatever the estimator copied from the last quote. RFQ software like this reads the request, pulls the price history, contract terms, stock, and engineering rules for every line, and drafts the quote with each source attached. The estimator reviews and adjusts a draft instead of rebuilding one.
How long does it take to set up?
We start with an RFQ that sat too long, watch how a quote gets built today, and prototype the draft on sample RFQs. Once you approve, we connect to your systems and load your pricing and engineering rules. Drafted quotes on live RFQs typically start about six weeks after kickoff, depending on your product lines and pricing rules. Monthly support starts at go-live.
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