Automated requests for quotation (RFQ) processing

Purpose

1.1. Automate and streamlines the intake, validation, and management of RFQs from multiple channels to optimize the procurement cycle for dried fruit retail operations.
1.2. Automates document organization, vendor comparison, and communication, saving significant manual labor and reducing errors in the RFQ process.
1.3. Ensures that dried fruit supply requests are centralized, tracked, and automatedly routed to appropriate vendors, enhancing transparency and compliance.
1.4. Supports integrating data from emails, forms, and supplier platforms for automated supplier assessment and follow-up.

Trigger Conditions

2.1. RFQ form submission on the company website or supplier portal.
2.2. New RFQ request received by email in a designated procurement inbox.
2.3. Direct message with RFQ keywords received via SMS or WhatsApp.
2.4. API event from a CRM, ERP, or B2B marketplace indicating a new RFQ.
2.5. Scheduled batch runs to check new RFQ documents in a shared folder.

Platform variants

3.1. Gmail
• Feature/Setting: Use the "New Email Matching Search" trigger; configure to automate extracting RFQ details from procurement@ inbox.
3.2. Outlook
• Feature/Setting: “When a new email arrives” trigger in Outlook connector; set up a filter for “Subject contains RFQ”.
3.3. Google Forms
• Feature/Setting: "On Form Submission" event; automate pushing RFQ responses to a workflow for validation.
3.4. Typeform
• Feature/Setting: Webhook integration for new form entries flagged as RFQ; automates data capture.
3.5. Microsoft Forms
• Feature/Setting: Automated “Form Submitted” event; extract RFQ and send to processing workflow.
3.6. DocuSign
• Feature/Setting: API “Envelope Completed” event; automate RFQ document storage and notification.
3.7. Salesforce
• Feature/Setting: “New Case” or “Custom Object” trigger for RFQ; automates record creation and assignment.
3.8. HubSpot
• Feature/Setting: Workflow trigger on new deal or ticket tagged as RFQ; automates task assignment.
3.9. Zoho CRM
• Feature/Setting: Automated “New RFQ” module entry; initiate vendor outreach workflows.
3.10. Slack
• Feature/Setting: “New Message in Channel” event; automate parsing RFQs from the procurement channel.
3.11. Microsoft Teams
• Feature/Setting: “New Channel Message” webhook; automate RFQ notification to the automation pipeline.
3.12. Twilio SMS
• Feature/Setting: SMS webhook; automate reading and parsing SMS RFQ submissions.
3.13. WhatsApp Business API
• Feature/Setting: Incoming message webhook event; automate RFQ data extraction.
3.14. Dropbox
• Feature/Setting: “New File in Folder” trigger; automate extracting and archiving RFQ documents.
3.15. Google Drive
• Feature/Setting: “File Uploaded” trigger in a specific procurement folder; automate document classification.
3.16. SAP Ariba
• Feature/Setting: "API RFQ Notification Event"; automate import and vendor allocation.
3.17. Oracle Procurement Cloud
• Feature/Setting: API event on "New RFQ Request"; automate RFQ data sync.
3.18. Docparser
• Feature/Setting: Automated parsing rule for emailed/scanned RFQs; automate data extraction.
3.19. Airtable
• Feature/Setting: “New Record in View” automation; automate RFQ logging and notifications.
3.20. Monday.com
• Feature/Setting: Automated item creation from form/email; automate RFQ board updates and alerting.

Benefits

4.1. Centralizes and automates RFQ processing from multi-channel inputs for food retail.
4.2. Reduces manual intervention and automates vendor response tracking, streamlining dried fruit procurements.
4.3. Minimizes errors by automating data entry, record creation, and file management.
4.4. Enables fast, automatedly triggered supplier communication and benchmarking, increasing response speeds.
4.5. Improves audit trails and data consistency by automating archival and reporting of RFQs.