RFQ management

Turn every RFQ into an approved quote.

Elentaria captures requests for quotation from email and portals, qualifies them, structures the technical and commercial requirements, applies your costing and pricing rules, and prepares the quote for approval, then follows it up until it becomes an order or is closed.

Layered dark grey and orange geometric panels, like machined parts under warm light

Answer while the request is warm

RFQs are qualified and structured the day they arrive, instead of waiting in an inbox until someone has time.

Quote with control

Costing inputs, margins, customer terms and approvals are applied consistently before a quote reaches the customer.

Nothing goes quiet

Every open quote is followed up, revised or closed, so opportunities do not disappear after the quote is sent.

The RFQ workflow

From request received to order won.

Elentaria connects RFQ intake, qualification, requirements, costing, quotation and follow-up so the request is understood once and every later step works from the same case.

01 — RFQ intake and qualification

Turn every request into a qualified case.

Elentaria reads incoming RFQs, identifies the customer and what is being asked for, and decides with your rules whether and how the request should be pursued.

Capture the request

RFQs from email, portals, tender platforms and sales representatives, with attachments, drawings, specifications, quantities and deadlines.

Understand the opportunity

Customer and account history, previous quotes for similar work, fit with what you make or supply, commercial potential and timing.

Qualify and route

Go or no-go against your criteria, ownership assignment, acknowledgement to the customer and a deadline for the quote.

  1. RFQ received
  2. Customer identified
  3. Fit assessed
  4. Owner assigned
  5. Acknowledged
02 — Requirements

Structure the requirements and find the gaps.

Elentaria extracts the technical and commercial requirements from the documents, organises them, and identifies what is missing or conflicting before costing starts.

Extract

Materials, dimensions, tolerances, quantities, certifications, delivery expectations, packaging and documentation requirements, pulled from drawings, specifications and the request itself.

Check

Comparison with previous jobs and standard products, constraints your team has recorded, and items that need engineering or operational review.

Resolve

Clarification questions to the customer, specialist review requests and a decision-ready case once the gaps are closed.

  1. Requirements extracted
  2. Gaps identified
  3. Reviews requested
  4. Clarifications resolved
  5. Case ready for costing
03 — Costing and pricing

Apply your costing inputs and pricing rules.

Elentaria brings the costing basis and the pricing rules together so the number on the quote is built the way your company builds it, every time.

Costing basis

Material, labour, tooling, subcontracting, packaging and freight inputs from your systems and past jobs.

Pricing rules

Margins, customer-specific pricing, quantity breaks, minimum order rules, surcharges, validity periods and payment and delivery terms.

Review points

Margin thresholds, discounts and non-standard terms routed to the person who approves them.

  1. Costing inputs collected
  2. Pricing rules applied
  3. Margin checked
  4. Exceptions routed
  5. Price approved
04 — Quote preparation and approval

Prepare the quote and get it approved.

Elentaria assembles the quotation document in your format, collects the required approvals and sends it to the customer with the right terms attached.

Assemble

Quote document with line items, pricing, lead times, terms, validity and supporting documents, in your template and the customer's language.

Approve

Internal review and sign-off according to your rules, with revisions tracked against the original request.

Send and record

Quote delivered to the customer, recorded in the CRM or ERP, and linked to the RFQ case for follow-up.

  1. Quote assembled
  2. Reviewed
  3. Approved
  4. Sent
  5. Recorded
05 — Follow-up and order

Follow every quote until it becomes an order or is closed.

Elentaria keeps open quotes moving: reminders to the customer, revisions when the request changes, and a clean handoff into order processing when the quote is accepted.

Follow up

Timed follow-ups, answers to customer questions, revised quotes and expiry handling, all from the same case.

Convert

Accepted quote matched against the customer's purchase order, differences resolved, and the order created in the ERP.

Learn

Won and lost outcomes recorded against the quote so the next similar request starts from what worked.

  1. Follow-up sent
  2. Questions answered
  3. Quote accepted
  4. PO matched to quote
  5. Order created
Your team stays in control

Automate the coordination. Keep the technical and commercial judgment.

Elentaria does the reading, structuring, calculating and chasing. Feasibility decisions, margins, lead-time commitments and unusual requirements stay with the people responsible for them.

Approvals

Feasibility, margins, discounts, lead times and non-standard terms wait for the named approver.

Exceptions

Missing drawings, conflicting specifications and requests outside your scope are held and routed, not quoted blindly.

Visibility

Every RFQ shows what was received, what was extracted, who reviewed it, what was quoted and what is waiting.

Common questions

What is RFQ management automation?

It is the work of taking a request for quotation from arrival to an approved quote and a follow-up: qualifying the request, extracting the requirements, applying costing and pricing rules, preparing the document, getting it approved and chasing it. Elentaria runs this inside the systems a company already uses, with its own rules applied.

Can Elentaria read drawings and specifications?

It can extract, organise and compare the information in drawings, specifications and the request itself, and it identifies missing or conflicting details for review. Engineering and feasibility decisions stay with your specialists.

Does Elentaria set the price?

It applies the costing inputs and pricing rules your company defines: margins, customer pricing, quantity breaks, surcharges and terms. Anything above a threshold or outside standard terms goes to the person who approves it.

How do we get started?

Bring the RFQs that arrived this month. Elentaria is set up on your qualification criteria, costing basis and approval rules for that flow, scoped on a live demo, and extended from there.

See how Elentaria would run your RFQs.

Bring a few real requests and see how they become qualified cases, structured requirements and approved quotes, with your team deciding the parts that matter.