Business management feature
Buying-side sourcing: write down what you want to buy (an RFQ — products and quantities, no prices), send it to several suppliers, capture each supplier's quote as they answer, compare them side by side, and turn the winner into a Purchase Order.
The RFQs — Requests for Quotation feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The RFQs — Requests for Quotation feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
You fill in the date, a respond-by due date, optionally the store the goods would be delivered to, and a note for the suppliers. The owner is the buyer running the sourcing. Items: the products (or free-text names) and quantities you want, with the unit narrowed to the product's, and an optional target price — your negotiation anchor,…
See the fields and stepsOne record per supplier that answered — typed in from the supplier's own offer document. You pick the request it answers and the supplier, and enter the quote's date, valid until, the supplier's own reference, and the currency.
See the fields and stepsConnected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
Buying-side sourcing: write down what you want to buy (an RFQ — products and quantities, no prices), send it to several suppliers, capture each supplier's quote as they answer, compare them side by side, and turn the winner into a Purchase Order.
It connects with Purchase Order, Construction, Wholesale, how printing works, Companies, Suppliers.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
