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Use the RFQ Generator from the Agent Library

Generate a formal RFQ on demand using the RFQ Generator agent.

The RFQ Generator agent in the Agent Library produces a formal RFQ draft from free-form input — useful when the request did not arrive as a structured inbound inquiry, or when you want to pre-fill a brand new RFQ without starting from a template.

How to run it

  1. Open Agent Library.
  2. Pick RFQ Generator.
  3. Paste the source content (an email, a meeting note, a phone-call summary). You can also link to an existing inquiry.
  4. Click Run. The agent returns a draft RFQ in your workspace.
  5. Review and edit the draft like any other RFQ — see Edit formal RFQ content.

What the agent does

  • Extracts line items, quantities, and units.
  • Infers a sensible RFQ title and response-by date.
  • Flags ambiguous or missing fields rather than guessing.

What the agent does not do

  • It does not send the RFQ to suppliers.
  • It does not auto-promote the source inquiry to a lead. That decision stays with the operator.
  • It does not modify existing RFQs — each run produces a new draft.

When to use this vs. "Create formal RFQ from inquiry"

  • Use Create formal RFQ from inquiry when there is already an inbound inquiry record. You keep the link automatically.
  • Use the RFQ Generator when you are starting from raw text or when the source is not yet (or will not be) an inquiry.
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