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RFQ quotes with margin checks

Prepares quote options for each RFQ from inventory, capacity, costs and margin floors, and asks pricing or a sales leader to approve any margin or lead-time exception.

The operation

Live example

Starts when

New RFQ or quote request
Agent

Read RFQ

Extract requested items, volume, timing, customer, terms, and constraints.

Gather Inputs

Collect inventory, capacity, costs, lead times, contracts, and margin floors.

Prepare Options

Prepare rule-based quote options, rationale, risk flags, and approval requirements.

Pricing Approval

Ask pricing or sales leader to approve margin or lead-time exception.

Send Quote

Send approved quote, route signature, and update opportunity.

Step by step

  1. 1Read RFQ: Extract requested items, volume, timing, customer, terms, and constraints.
  2. 2Gather Inputs: Collect inventory, capacity, costs, lead times, contracts, and margin floors.
  3. 3Prepare Options: Prepare rule-based quote options, rationale, risk flags, and approval requirements.
  4. 4Pricing Approval: Ask pricing or sales leader to approve margin or lead-time exception.
  5. 5Send Quote: Send approved quote, route signature, and update opportunity.

What the team gets

  • Quotes are fast and defensible
  • Pricing reviews margin and lead-time trade-offs
  • Sales receives approved pricing

Apps it uses

  • Salesforce
  • SAP
  • Snowflake
  • Microsoft Teams

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