Receipt to ready-for-review
Time from the first customer message until the bid team has a checked package.
Stop losing the first day of every RFQ to triage.
The RFQ lands with an email thread, a spreadsheet, several drawings and a deadline. Someone has to open every file, work out what the customer wants and chase what they forgot. Bourne does that first pass, builds the opportunity record and gives the request to the right people with the gaps already marked.
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The clock starts before the request is ready.
A buyer sends an email, a spreadsheet, drawings and a specification. The deadline sits in the email. The quantities sit in the workbook. The latest revision may be buried in a follow-up. Sales forwards the package to engineering, but nobody can see whether the team has everything it needs.
The first delay comes from finding the request, checking its files and deciding who owns it. If intake misses a revision or a required document, the error follows the bid into costing and the proposal.
A pump package arrives on Friday afternoon.
- 01
Receive
Bourne groups the buyer email, seven attachments and the portal export into one RFQ.
- 02
Read
It extracts the due date, quantities, duty points, requested standards and named deliverables.
- 03
Check
It compares file revisions and finds that the motor data sheet and target delivery date are missing.
- 04
Route
Sales owns the customer questions; engineering owns the hazardous-area requirement.
- 05
Start
Estimating receives a clean intake record instead of another forwarded email.
What should improve
Unowned requests
RFQs that have arrived but have no named bid owner.
Late intake defects
Missing files or revision errors found after estimating has started.
Frequently asked questions
Can Bourne read RFQs from email and customer portals?
Yes. Bourne can watch a mailbox, process common document and spreadsheet formats, and work with portal exports or browser-based steps where the portal permits them. We map each source to the same intake record.
Does this replace our CRM?
No. Bourne can create or update the opportunity in your CRM while keeping the RFQ package, extracted requirements and work history together in the operating workspace.
What does Bourne need before it can run inquiry and RFQ intake?
We start with a live inquiry and RFQ intake case, the source files your team used, the systems they checked and the final result. That gives us the real work, including the exceptions that a process diagram misses.
What happens when information is missing or contradictory?
Bourne does not fill the gap with a guess. It shows the missing or conflicting source, asks the right owner for a decision and keeps that answer with the case so the same question does not have to be solved again.
Can our team see why Bourne made a recommendation?
Yes. Each recommendation links back to the files, records, rules and prior decisions that support it. Your team can inspect the evidence before approving the next step.
Do we have to change the whole process at once?
No. We start with one workflow, one team and real customer work. Once it performs reliably, we connect the next step in the customer lifecycle.
Related guides
See inquiry and RFQ intake on your own work.
Bring one live case and the source material your team is using now. We’ll show you what Bourne can complete, what still needs judgment and how the result reaches the next person.