Intake and identity
An RFQ enters as work your team can review. Customer identity needs confirmation when the available source is unclear.
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Genesa Quote
RFQ and quotation steps in one reviewable workflow.
See how requirements, product candidates, pricing sources, drafts, and approvals are organized while exceptions stay visible.
Conceptual summary of the Quote P0 workflow — not a product screenshot.
- Intake and identity
- Requirement extraction
- Product candidates
- Source-based pricing
- Draft and approval
- Delivery and outcome
Workflow steps
What happens at each step
Requirement extraction
Item information is structured from the RFQ. Missing or ambiguous fields remain visible for review.
Product candidates
Your team reviews candidates and available evidence before determining fit.
Source-based pricing
Calculations follow configured price sources and policies; stale or incomplete data needs review.
Draft and approval
A quote draft is prepared and checked by an authorized person before a PDF is created.
Delivery and outcome
In Quote P0, sending is manual and evidence is recorded; outcomes or corrections are recorded when known.
Product boundaries
Scope boundaries
Quote P0 does not send quotations automatically, run an autopilot, or write back to an ERP. Results still depend on the quality of the data sources and policies provided by the team.
See the Quote workflow up close.
Follow how each step is handled by the system and your team.