Executive dashboard
Leadership can see active RFQs, open quotes, overdue tasks, order processing, monthly inquiry volume, task workload by user, inquiry funnel status, and client location patterns from one screen.
Latest Project
RFQ management system for technical sales and operations.
ThreeDVC needed more than a contact form or spreadsheet tracker. We built a custom RFQ operating system for inquiry intake, technical product specs, vendor quotes, client technical and commercial proposals, purchase orders, AI-enhanced compliance checks, order processing through shipment, tasks, reporting, notifications, Outlook, OneDrive, RAG retrieval, and admin control.
189
Active inquiries
103
Open client quotes
522
Client records
6
Products managed
System Functionality
Everything an RFQ team needs from first request to final order.
The platform turns fragmented RFQ work into one connected workflow. Every screen is designed around reducing manual follow-up, preserving quote history, and giving managers an accurate view of what is moving and what is stuck.
End-to-end RFQ lifecycle
1
Create inquiry from manual entry, Outlook email, or AI-assisted intake.
2
Request vendor quotes, receive responses, attach files, and compare revisions.
3
Propose technical and commercial offers to the client with source files preserved.
4
Record client PO, check compliance with AI support, and process the order until shipment.
RFQ worklist
Teams can filter, prioritize, and open RFQs by client, end client, product, status, owner, date, and next action. The worklist replaces scattered spreadsheets with a live operational queue.
Inquiry workspace
Each inquiry has a dedicated workspace for summary, customer details, product specs, related RFQs, communication, discussion panels, vendor quotes, client offers, purchase orders, compliance checks, order processing, transactions, and shipment tracking.
Product and spec database
The system stores reusable product families, technical properties, product templates, file types, and pricing inputs so new RFQs start from structured data instead of blank documents.
Vendor quote management
RFQ teams can request vendor quotes, attach files, manage quote revisions, compare vendor responses, and keep quote history tied to the exact inquiry and product specification.
Client proposal workflow
The platform supports client quote creation, technical offer generation, commercial offer generation, proposal pricing, downloadable reports, follow-up tracking, and the final client purchase order record.
Task and calendar planning
Workflow steps become trackable calendar events with due dates, owners, overdue visibility, and stage labels such as inquiry preparation, RFQ to vendor, client follow-up, and order processing.
Communication history
Clarifications, files, discussion panels, senders, messages, internal notes, and Outlook-assigned emails stay attached to the inquiry instead of being buried in inboxes or chat threads.
Users, access, and settings
Admins can manage users, access permissions, general settings, products, vendors, marketplace records, templates, countries, cities, currencies, industries, positions, and file types.
Notifications and reporting
The app surfaces operational notifications such as new vendor quote activity, then connects users directly to the relevant inquiry screen or popup action.
Client and contact CRM
Client companies, end clients, contacts, locations, industries, phones, emails, and logos are centralized and reused across inquiry, quote, and reporting workflows.
AI compliance review
The system can check technical and commercial offer content against inquiry requirements, vendor documents, previous files, and proposal data so teams can catch gaps before sending an offer to the client.
Outlook add-in
Users can work directly inside Outlook: generate an inquiry from an email with AI help, assign an email to an existing inquiry, and view an inquiry summary without leaving the inbox.
OneDrive archive and RAG retrieval
Inquiry files are organized in a OneDrive-backed archive, then indexed for RAG search so users can retrieve prior technical offers, datasheets, vendor files, and source documents from natural language queries.
Screenshots
Screens that explain the workflow.
Inquiry list screenshot
The RFQ list gives the team a live view of inquiry numbers, dates, statuses, tags, current workflow step, due date, end-client location, and client names.
Order processing screenshot
After a client PO is recorded, the order processing screen tracks workflow tasks, order confirmation, files, dates, revisions, and order details until shipment.
RAG search screenshot
RAG search connects inquiry history, OneDrive files, PDFs, datasheets, and technical offers so users can ask questions and see matched inquiries plus linked source documents.
Inquiry transaction screenshot
The transaction screen records incoming client receipts, outgoing vendor payments and logistics costs, and net balance for a specific inquiry.
Outlook add-in screenshot
The Outlook add-in lets a user generate a new inquiry from an email, assign an email to an existing inquiry, summarize message content with AI assistance, and keep customer communication attached to the RFQ record.
Outlook inquiry summary screenshot
The add-in can surface inquiry summary and impact-report information directly inside Outlook, helping users review inquiry context while reading customer or vendor email.
OneDrive archive screenshot
Each inquiry has a structured OneDrive-backed archive for client requests, vendor RFQs, technical and commercial offers, orders, invoices, manufacturing documents, shipment files, payments, and related records.
This is the kind of system SASAS builds.
The RFQ platform is a practical example of our model: study the real operation, replace fragile manual steps with a focused application, then keep improving the system as the business grows.