RFQ to Quote Pack checklist
Use this before sending any quotation. It prevents 80% of avoidable buyer complaints.
Checklist
- Confirm buyer name, project name, and RFQ reference number.
- For each line: confirm MPN, brand, and exact model. Ask clarification if uncertain.
- Confirm quantity, unit, and any packaging rule: OEM packing, moisture protection, shock label.
- Confirm delivery term: Incoterms, destination, and required lead time format.
- Confirm compliance documents: CoC, MTR EN 10204, test reports, calibration cert, CE or ATEX if needed.
- Confirm exclusions: freight, duty, VAT, validity, partial shipment, country of origin condition.
- Attach: quote PDF, line item Excel, compliance checklist, and document pack cover page.
- Final: check spelling of buyer company and shipping address, then send.
What improsolutions.ai automates
- Extracts items from RFQ PDFs and emails
- Flags missing fields and low confidence lines
- Generates compliance checklist by category and destination
- Produces quote pack output templates
- Keeps revision history and audit bundles