Why the current RFQ process slows teams down
Outlook-based quotation teams often depend on forwarded email chains, local spreadsheets, shared folders, and manually edited Word or PDF templates.
Outlook RFQ Workflow
Outlook RFQ Workflow for Supplier Quotation Teams
Organize incoming RFQ information, prepare branded quotations, and improve buyer response consistency for Outlook-based sales teams.
Designed forsuppliers and B2B sales teams that receive RFQs through Outlook
- Browser-based workflow
- Branded PDF quotation
- Human review before sending
A more consistent path from request to quotation
RFQ AutoPilot provides a browser-based RFQ-to-quote workflow that can support Outlook-centered teams by structuring the request, preparing the quotation, and generating professional response documents.
Key benefits
What this workflow helps your team improve
Standardize how RFQ information is reviewed
Reduce dependence on copied Word and spreadsheet templates
Generate consistent branded quotation PDFs
Prepare response content faster
Keep technical and commercial review with your team
Use a focused extension instead of replacing your mail platform
Workflow
How RFQ AutoPilot supports the process
Open the Outlook RFQ
Review the buyer request and all supporting files.
Capture the quote requirements
Structure the important commercial information.
Prepare the quotation
Add pricing, terms, validity, lead time, and branding.
Export and respond
Generate the PDF and use the prepared response in Outlook.
Review is required before every quotation is sent
Verify extracted content, technical requirements, quantities, pricing, totals, lead time, payment terms, delivery conditions, compliance, and all buyer-specific information against the original RFQ.
FAQ
Questions about outlook rfq workflow
Clear answers about the extension, workflow, pricing, and review responsibilities.
Is RFQ AutoPilot an Outlook add-in?
RFQ AutoPilot is a Chrome extension. It is designed to support browser-based Outlook and related RFQ workflows rather than act as a native desktop Outlook add-in.
Can I use the PDF outside Outlook?
Yes. The generated quotation PDF can be used in your normal buyer communication workflow.
Does it replace our quotation approval process?
No. Internal pricing, technical, credit, and management approvals should remain part of your company process.
Free plan available
Add to ChromeTry the RFQ-to-quote workflow in Chrome
Install the extension and review the actual workflow before choosing a paid plan.