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Manufacturing

RFQ to quote automation in Zoho

Turns a messy RFQ email into a priced quote in hours, not days.

For manufacturers and distributors drowning in RFQs. The agent reads them, builds the quote and leaves only the judgement calls to your sales engineers.

Book a free call → See how it works

Zoho appsZoho CRMZoho BooksZoho InventoryZoho WorkDriveZoho Mail

Today

The way it runs now

An RFQ arrives as a PDF with 80 lines and a drawing. An engineer spends two days pricing it in Excel. By the time the quote goes out, a faster competitor has the order.

With the agent

2 days → 2 hrsper RFQ
Every linechecked against your margin floor
3xmore RFQs answered

Typical results. We measure yours during the pilot.

How it works

Six steps. A person signs off the one that matters.

  1. 01

    Read RFQ

    Reads emails, PDFs, drawings and spreadsheets and pulls out every line item.

  2. 02

    Match parts

    Matches items to your catalogue, past quotes and alternates.

  3. 03

    Cost and margin

    Prices from material, labour and price lists, within your margin rules.

  4. 04

    Lead time

    Checks stock and capacity to give a date you can keep.

  5. 05

    Sales review

    A person checks exceptions and anything below target margin.

    A person decides
  6. 06

    Send quote

    Creates the quote in Zoho CRM and Books, sends it, sets follow-ups.

What you get

Built, connected and run for you.

  • Built inside your own Zoho org, with your fields and Blueprints
  • Scoped access, logged in Zoho and in our audit log
  • Approval steps on anything risky
  • Dashboards in Zoho Analytics
  • Training for the people who use it
  • Support and tuning after launch

Zero upfront cost

You pay when it works.

  1. Week 1Pick the process and agree in writing what success means.
  2. Weeks 2-4We build it and run a pilot on your real work, at our cost.
  3. Day 30We look at the numbers together. You decide.
  4. After launchWe run it, watch it and improve it every month.
Book a free call →

Questions

Straight answers.

Can it read drawings and scanned PDFs?

It reads PDFs, spreadsheets and scans, and pulls line items from drawings where the data is legible. Anything unclear is flagged, never guessed.

Where do the prices come from?

Your Zoho price books, past quotes and your material and labour rates. Nothing is invented.

What does it cost?

Nothing upfront. We run the pilot at our cost. You pay per active user only once the results we agreed in writing show up.

Is our data safe?

Your data stays in your systems. Agents get the least access they need, every action is logged, and nothing is used to train public models.

Keep exploring

More zoho solutions

See all →

Let’s talk

Put Industrial RFQ-to-quote agent
to work.

Tell us a little about it. A real person from our team will reply within one business day.

  1. 1Send the form. Two minutes, no sales script.
  2. 2We reply within one business day with times for a 30-minute call.
  3. 3You get a pilot plan. Zero upfront, yours to keep either way.

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