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All supply chain examples

RFQ quotes with margin checks

Prepares quote options for each RFQ from inventory, capacity, costs and margin floors, and asks pricing or a sales leader to approve any margin or lead-time exception.

The operation

Turn incoming RFQs into quote options using customer history, inventory, capacity, commodity costs, lead times, margin floors, pricebook rules, and contract constraints.
Built it in 5 steps. Pricing or a sales leader approves margin and lead-time exceptions in Teams, and Malleable handles the rest.

Starts when

New RFQ or quote request
Trigger

Read RFQ

Extract requested items, volume, timing, customer, terms, and constraints.

Salesforce
Extracts RFQ items, volumes, terms, and customer constraints.

Gather Inputs

Collect inventory, capacity, costs, lead times, contracts, and margin floors.

SAP
Pulls inventory, capacity, cost, lead-time, and contract data.
Snowflake
Pulls historical demand, margin, and warehouse signals.

Prepare Options

Prepare rule-based quote options, rationale, risk flags, and approval requirements.

Pricing Approval

Needs input

Ask pricing or sales leader to approve margin or lead-time exception.

Microsoft Teams
Sends margin or lead-time exceptions to pricing leadership.

Send Quote

Send approved quote, route signature, and update opportunity.

Salesforce
Updates the opportunity and routes the approved quote for signature.
Reading the RFQ and commercial constraints...

Step by step

  1. 1Read RFQ: Extract requested items, volume, timing, customer, terms, and constraints.
  2. 2Gather Inputs: Collect inventory, capacity, costs, lead times, contracts, and margin floors.
  3. 3Prepare Options: Prepare rule-based quote options, rationale, risk flags, and approval requirements.
  4. 4Pricing Approval: Ask pricing or sales leader to approve margin or lead-time exception.
  5. 5Send Quote: Send approved quote, route signature, and update opportunity.

What the team gets

  • Quotes are fast and defensible
  • Pricing reviews margin and lead-time trade-offs
  • Sales receives approved pricing

Apps it uses

  • Salesforce
  • SAP
  • Snowflake
  • Microsoft Teams

Want to see one of your processes run like this?

Book a demo and bring the process you have in mind.

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