Automating RFQ Replies: Clarify Needs, Draft the Quote, Then Human Review

RFQ automation does not mean AI decides the final transaction price on its own; it first completes the information, prepares a draft according to the rules, and then has a sales rep review it.

Start With Field Collection

Identify the product, specification and quantity, ask about destination port, trade term and certification requirements, then organize unit price, MOQ, lead time and payment method from the company-confirmed tiered pricing. Mark missing fields as to be confirmed.

Leave the Final Commitment to People

Extra discounts, contracts, non-standard configurations and large orders affecting production scheduling need human handling. Higher DeepSales editions can draft quotes by rule, while at the entry level it is better to collect requirements and hand them to a person; confirm the specific edition against the service scope.

A Process Does Not Mean Every Channel Is Connected

The source mentions email, forms, WhatsApp and platform in-site messages as RFQ entry points, but it can’t be taken to mean every channel has a native integration. Before deployment, verify each entry point, sending permission and review step.

Contact

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FAQ

Can it send the final price directly?

It must be reviewed per permissions; automatic sending can’t be assumed.

What if the destination port is missing?

Ask first; don’t make it up.

How are non-standard requests handled?

Pass them to engineering and sales for confirmation.

Are all channels connected?

Each must be verified.

Who approves discounts?

Authorized company staff decide.