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Create a formal RFQ from an inquiry

Turn an inbound inquiry into a reviewed formal RFQ draft.

A formal RFQ is the structured document you send to suppliers to get a quote. You can draft one directly from an inbound inquiry so the original ask stays attached to the record.

Steps

  1. Open the inbound inquiry.
  2. Click Create formal RFQ. Vertiqa pre-fills the RFQ with the asker's contact, the requested items, and any quantities pulled from the message.
  3. Review the draft and edit anything the parser got wrong. See Edit formal RFQ content.
  4. When the draft looks correct, export it. See Export formal RFQ to PDF.

What gets linked

  • The new RFQ is associated with the originating inquiry.
  • If the inquiry was already promoted to a lead or opportunity, the RFQ attaches to those too.
  • Activity on the RFQ (sent, viewed, responded) shows on the inquiry timeline.

Tip

If the inquiry contains multiple distinct asks, create one RFQ per ask rather than packing them into a single document — supplier responses are easier to compare that way.

Last reviewed