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Create an RFQ on Behalf of a Customer

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Learn how to create a request for quotation (RFQ) in AirFaas on behalf of a customer.

In this use case, a customer has sent your company an RFQ and you want to use the data to build a specification with the associated bill of materials, files, and other supporting documentation in an AirFaas project. Adding a customer RFQ to AirFaas on behalf of a customer ensures that you have all your data centralized in one solution. When you digitalize a customer RFQ you can then use AirFaas to create quotations, sales orders, shipments, invoices, and handle nonconformities that are linked to the initial RFQ.

You can also use the sales reporting capabilities of AirFaas to determine how many customer RFQs turn into actual business, analyze what your average time to quote is, and understand how many customer RFQs you have created, have open, and have closed in a defined date range in terms of numbers and financial value. Ultimately, having customer RFQ data inside AirFaas means that you can quickly execute associated processes and utilize the data for reporting.

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