RFQ intake automation

The RFQ arrives messy. The detective work should not start from zero.

Lensovia turns incoming email, PDF, Excel and CSV material into one case without pretending every extracted field is true. Facts stay tied to source material, unknowns stay visible and the next piece of work gets an owner.

Preserve source contextUnknown stays unknownRoute the next task
RFQ · Live caseIllustrative

What do we actually know?

Incoming materialEmail + PDF + Excel
Explicit factsStructured from source
UnknownDelivery requirement unclear
Current ownerSales · qualification
Next moveAsk one clarification before pricing
No evidence → no claimOne owner · one next step
Intake is not data entry

The real job is separating facts, gaps and assumptions before they contaminate the quote.

A fast parser that creates false confidence is worse than manual work. Lensovia keeps the original request behind the case and turns uncertainty into visible work.

01

Capture the whole request

Message, attachments, line items, customer wording, dates and revisions stay attached to the same RFQ instead of being scattered across tools.

02

Structure only what the source supports

Customer, quantities, products, requested dates and requirements are extracted with uncertainty visible. Missing information is not filled with plausible text.

03

Turn gaps into work

A missing fact becomes a bounded sales, purchasing or technical task with one current owner and one next action.

From inbound packet to decision-ready case

Do the mechanical preparation before a specialist opens the RFQ.

01Receive

Email and attachments enter one case.

02Extract

Explicit requirements become structured fields.

03Compare

Company information is checked against the request.

04Expose gaps

Unknowns and conflicts become visible.

05Route

The right person gets the next bounded task.

Source context survives extraction

The case should always be able to answer: “Where did that claim come from?”

Lensovia’s evidence model is designed so a salesperson or specialist can open the underlying source instead of trusting a detached field or generated sentence.

Original requestStill attached
Extracted fieldSource traceable
ConflictVisible, not flattened
Missing factBecomes a task

Stop paying skilled people to reconstruct every RFQ by hand.

Try the intake flow with two real requests from your own company.

Start free trial →