Quote in minutes. Know the margin before you send it.
RFQ and quotation management — capture enquiries, build costed quotations from your item master, control revisions and approvals, issue proforma invoices and convert to an order in one click. Domestic and export.
Everything a quoting desk actually needs
Configure the fields, rules, documents and dashboards around the way your team already works.
RFQ capture
Built into the configured RFQ & Quotation Management workflow with role-based access and a complete audit history.
Costed item lines
Built into the configured RFQ & Quotation Management workflow with role-based access and a complete audit history.
Margin controls
Built into the configured RFQ & Quotation Management workflow with role-based access and a complete audit history.
Revision history
Built into the configured RFQ & Quotation Management workflow with role-based access and a complete audit history.
Proforma invoices
Built into the configured RFQ & Quotation Management workflow with role-based access and a complete audit history.
One-click conversion
Built into the configured RFQ & Quotation Management workflow with role-based access and a complete audit history.
Set up fast, work with better information
Four reasons teams choose izERP RFQ & Quotation Management over a disconnected, general-purpose workflow.
Live in weeks, not quarters
Start with a configured RFQ & Quotation Management workflow, your users and the data needed for day one.
Connected to real operations
Shared customers, items, stock and documents keep every promise tied to what actually exists.
Flexible without the complexity
Fields, stages, documents and approvals adapt to your process without turning every change into a rebuild.
Simple enough to be used
Role-focused screens keep daily work clear, so records stay current and the system pays for itself.
See RFQ & Quotation Management in action
Take a guided look at RFQ & Quotation Management and see how enquiry to order, without retyping moves through one controlled workflow without retyping.
Frequently asked
Can RFQ & Quotation Management run as a standalone module?
Yes. Start with this module and connect more Iniz modules later without replacing the data or workflow already in place.
Can it integrate with our existing systems?
Yes. Iniz supports API-based integrations and can connect storefronts, accounting tools, carriers and other operational systems.
Can fields, documents and approvals be customised?
Yes. Screens, fields, document templates, approval chains, permissions and reports can be configured around your requirements.
How does implementation begin?
We map the current workflow, agree the smallest useful scope, configure a working system and validate it with your team before go-live.
See it running on your own accounts
Book a free demo and we will configure a realistic RFQ & Quotation Management workflow with sample data, then walk it end to end with your team.