Quote Automation Readiness Checklist

Do all RFQs land in one queue, regardless of channel?

If quotes arrive as PDFs, web forms, and emails with no central pipeline, nothing else in the workflow can be measured.

Is every RFQ captured with the same required fields?

Structured intake (quantity, spec, ship-to, target date) is what makes downstream automation possible.

Can a buyer submit an RFQ in under 3 minutes?

Friction at intake is the single biggest reason buyers ghost you for a faster competitor.

Are your pricing rules documented outside a rep's head?

Tribal pricing knowledge is the reason margin leaks and quotes come back inconsistent.

Do you have volume tiers and margin floors written down?

Without floors, discounting drifts. Without tiers, big buyers negotiate you into the ground.

Can pricing be applied without a human calculator?

If someone has to open a spreadsheet to price a quote, you can't automate the last mile.

Is there a clear rule for what a rep can approve solo?

Ambiguity here is what turns a 2-hour quote into a 3-day quote.

Do approvals happen in one system, not in email threads?

Email approvals are unauditable and impossible to instrument.

Can you produce a branded PDF proposal in one click?

If proposals are hand-assembled in Word, you're paying reps to be document designers.

Does every open quote get a scheduled follow-up?

Most quotes die from silence, not from a no. Automated nudges recover deals reps forget.

Do you know your quote-to-close rate by product line?

You can't fix what you don't measure. Win rate by SKU is where pricing leaks show up.

Do stale quotes automatically alert the rep and manager?

A quote sitting untouched for 14 days is either a lost deal or a coaching opportunity.