CUSTOM BUSINESS SOFTWARE
When does a custom RFQ portal make sense?
An overview of the practical questions worth resolving before development starts.
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Document the current quotation flow
Follow one request from receipt to clarification, pricing, approval and customer follow-up. Record what information is re-entered and where handoffs get lost.
Look for a narrow first improvement
A shared request register, a structured quotation form or an approval queue may deliver immediate value without replacing the entire ERP or CRM.
Define users and permissions
Clarify who can request pricing, change product details, approve discounts, export information and view customer records.
Validate integration options
Existing systems may offer APIs, CSV imports or only manual access. Verify those constraints before committing to a fixed timeline or promising synchronization.
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