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From RFQ to clarification list

Read customer requests, identify missing information and draft clarification questions or a quote structure.

01 / The broken workflow

Sales or delivery spends time understanding unclear requests and rewriting the same clarification questions.

02 / Who feels the pain

Sales operations, project delivery, consulting teams and technical specialists receiving repeated RFQs.

03 / Typical inputs

Customer request, Requirements, Attachments, Previous quotes, Scope criteria

04 / AI-assisted workflow

AI reviews the request, compares it with fixed criteria, highlights missing information and drafts clarification questions.

05 / Human approval

The responsible person approves questions, risk points and the recommended next step.

06 / Output

A clarification list, risk points, recommended next step and a draft email or quote structure.

07 / Good-fit signals

Many similar requests, Missing information delays quotes, Scope criteria are known, Sales writes similar messages repeatedly

08 / Metrics to track

Time to qualify request, Missing information loops, Quote preparation time, Clarification quality

09 / Recommended starting service

AI Workflow Sprint

Send your version of this workflow.

Describe how this pattern shows up in your team. SiteDokAI will reply with a practical next step, including if AI is not the right first step.

Workflow example enquiry

Describe your version of the workflow, where it happens and what a useful output would look like.

Email info@sitedokai.com

You can also send the workflow directly to info@sitedokai.com.