Edit formal RFQ content
Refine the sections, bullets, and open questions on a formal RFQ draft.
A formal RFQ draft opens in the Draft Assist editor sheet from the inbound inquiry it belongs to. Use it to correct what the agent read wrong, fill in what it couldn't know, and decide which sections belong in the finished document.
What you're editing
- Title — the name of the RFQ document.
- Sections — the body of the RFQ, in order. Each section has a heading, a written body, supporting bullets, and its own TBD list for the specifics that are still open.
- Applicability — sections you don't need can be marked not applicable and drop out of the exported document without being deleted.
- Missing Information — a checklist of questions the agent surfaced because the inquiry didn't answer them. This is the list to take back to the customer.
Why the TBDs matter
The agent flags gaps instead of guessing at them. A section that says the panel location is TBD is doing its job — it has found a question you need answered before this becomes a real quote. Clear the TBDs by getting answers, not by deleting the lines.
Saving
Edits are not saved as you type. Use the Save button in the editor to commit your changes. Closing the sheet without saving discards them.
Next step
Once the draft reads correctly, either export it as a PDF or, when the inquiry is linked to an opportunity, use Generate Draft Estimate to carry the scope into a priced commercial estimate.