Export sales workflow

Review an export RFQ before you promise a response.

Turn a buyer inquiry into requirements, open questions, and a review-ready reply without treating unknowns as commitments.

A reviewable RFQ response workflow

Use one controlled sequence before a quotation, commercial commitment, or reply leaves your team.

01
Add the request and verified facts
Provide the buyer inquiry or RFQ alongside approved product specifications, capabilities, and commercial boundaries.
02
Organize requirements and gaps
Prepare a matrix that makes confirmed, missing, conflicting, and unknown items visible before anyone drafts a promise.
03
Approve the next response
Your team decides what to confirm, clarify, escalate, or decline before sending anything to the buyer.

Use the smallest option that can handle the request without hiding important uncertainty.

For the current workflow

Use the public Agent when the source materials can be reviewed in the workspace and you need a structured first pass now.

For rare, simple requests

Use your current process when the request is low volume, straightforward, and easy for the responsible person to verify.

For systems and repeat volume

Use a private Build Request when this workflow must work with your systems, permissions, or repeat-volume constraints.

The Agent prepares a reviewable draft. Your team owns every customer-facing commitment.

Do not treat unverified product facts, capabilities, prices, certifications, or lead times as confirmed.
Do not send a reply, quotation, compliance statement, or attachment without human approval.

Run the public Agent for a focused review, or request expert help when the workflow must work around your own systems.