Quote readiness workflow
Quote readiness workflow for B2B requests
Cofavi helps teams see whether a quote request has the customer information, internal work, source details, and customer update review needed before the final promise.
Know what is still open
Use a promise checklist to see open customer information and internal work before anyone commits to price, availability, lead time, or compatibility.
Route checks to the right team
Sales, Engineering, Purchasing, Operations, Quality, and other departments can add results without turning the RFQ into a disconnected project.
Keep source details attached
Approved source files and request context stay available so the final answer is based on the right facts.
Move from ready to closed
When work is complete and the customer update is recorded, the request can close and become useful history for the next promise.
Where AI helps
Cofavi uses AI to help organize messy customer requests, surface missing information, route internal work, and draft customer-ready updates while your team stays in control of the final promise.