For businesses that live on inquiries
No inquiry slips
Quotefi catches every inquiry from your supplier portals and inboxes, gives it a named owner, chases it to a quote and closes it with a reason. You see what happened to each one, and why.
Your team keeps working in Outlook. Quotefi keeps the record.
Stage 3 of 5: estimating
Tue 09:05Caught on the portal and logged with 2 documents.
-
Tue 09:06
Checked: mechanical spares. Assigned to Sara.
Why: the RFQ says "as per drawing" and no drawing is attached.
- SA
Tue 09:41
Sara asked the buyer for the drawing.
-
Thu 09:00
No reply yet. Reminded Sara. 4 working days left.
How it works
The path every inquiry takes
Seven steps, the same every time. Each one is on record with who did it and when.
Caught
Quotefi watches your portals and mailboxes day and night and picks up each new inquiry.
On record: source, time posted, time caughtLogged
It gets a reference, its documents and its deadline. The clock starts.
On record: reference, files, closing dateChecked
Which category is it? Is a drawing, quantity or date missing? Is the deadline too short?
On record: each call, with its reasonAssigned
One named person owns it. Your rules decide who. Urgent work goes to a manager.
On record: owner, time assignedChased
Deadlines count down in working days. Reminders go out. Anything that stops moving is flagged.
On record: every reminder and replyQuoted
The quote goes out before the deadline, and you can see who sent it and when.
On record: quote, value, date sentClosed
Won, lost or not our scope. It can't close without a reason.
On record: outcome and reason
Nothing goes untracked
Every inquiry ends with an outcome and a reason
An inquiry is either open with an owner and a next step, or closed with a reason. There is no third state where it sits in an inbox.
- Not sure it's an inquiry? It goes to a review list for a person to decide. It is never dropped.
- A portal didn't load? Quotefi tries again and tells you what happened.
- Nobody has moved? It's flagged after the number of days you set.
- Turned down? The reason is kept, so you can see what you keep saying no to.
- WonINQ-0131
Reason: best delivery time. Order confirmed by the buyer.
- LostINQ-0127
Reason: price. The buyer said another bid was lower.
- Not our scopeINQ-0135
Reason: civil works. We don't offer this.
Communication has an owner
Every message, reminder and reply belongs to a named person
Open any inquiry and read who said what, who is waiting on whom, and who was reminded. Nothing depends on someone remembering.
- One owner at a time. If it's handed over, the handover is on record.
- Reminders are tracked too. You see when Quotefi chased, and whether it worked.
- Late work goes up. When a step runs over, the manager you chose is told.
| What | Owner | When | State |
|---|---|---|---|
| Question to buyer: drawing missing | SA Sara | Tue 09:41 | Waiting |
| Reminder: no reply from buyer | SA Sara | Thu 09:00 | Sent |
| Buyer's reply, with drawing | SA Sara | Thu 14:20 | Received |
| Estimate overdue | KM Khalid | Mon 09:00 | Told manager |
Integrations
Where your inquiries already arrive
Supplier portals and the places your team already talks. Each one is marked live or coming soon.
Portals
New RFQs arrive as inquiries. Read-only.
- LiveYasrefSupplier portal
- Coming soonSAP AribaSourcing events and RFQs
- Coming soonJSRSJoint Supplier Registration System
- Coming soonQatarEnergy MushtaryatSupplier portal
- Coming soonJAGGAERSourcing and tender portal
- On requestYour portalTell us which portals your buyers use. We add them one by one.
Communication
Email and chat, for inquiries in and updates out.
- Coming soonMicrosoft 365Outlook mailboxes you choose
- Coming soonGoogle WorkspaceGmail mailboxes you choose
- Coming soonWhatsAppUpdates, text and voice notes
- Coming soonSlackUpdates in a channel, questions in a message
- Coming soonMicrosoft TeamsUpdates and approvals in Teams
- Coming soonTelegramUpdates and questions
Product names belong to their owners. Listing one here means Quotefi connects to it, not that its owner endorses Quotefi.
Information safety
Your inquiries stay yours
Your competitors may bid for the same tender. Quotefi is built so one client's data can never reach another.
Locked with your own key
Each client has a separate key. It encrypts that client's inquiries, files, mail access and portal logins before they are stored.
On our servers or yours
Keep your data with us, encrypted. Or keep it on your own server, where Quotefi reads and shows it and stores none of the content itself.
Your own server: coming soonAI that keeps nothing
The AI reads an inquiry to do one job and returns the result. It runs under a zero data retention agreement: nothing is stored by the AI provider and nothing is used to train a model.
Read-only on portals
Quotefi reads RFQs and downloads their documents. It does not submit, reply or press any button that sends to a buyer.
- The AI reads and reports. Software and your rules decide what happens next.
- If our team opens your workspace, it is logged with a reason and you can see it.
- Nothing is sent to a buyer unless you have allowed that kind of message.
- Nothing is permanently deleted. Records are archived, so the history stays whole.
The owner's view
Know where everything stands without asking anyone
A dashboard for now, a summary every morning, and a place to ask.
Dashboard
What needs someone now, who has what, and what is closing soon. Every number says where it came from.
Daily summary
One email each morning: what came in, what moved, and what is waiting on whom.
Example3 inquiries need you today.
- Came in yesterday
- 5
- Quoted yesterday
- 2
- Waiting on a buyer
- 4
- Closed, with a reason
- 1
Sent every working day at the time you choose.
Ask Quotefi Coming soon
Ask about your own work in plain words. The answer links to the inquiries and says how it was worked out.
What came in from Yasref this week?
4 inquiries. 3 are with estimation. 1 is waiting on a drawing from the buyer.
How we worked this out: 4 inquiry records, source Yasref, Sunday to today.
Coming next
What we're building
These are on the plan. We don't put dates on them here. Ask us in a demo where each one stands.
Replies drafted for you
Acknowledgements, questions about missing details and extension requests. For each kind you choose automatic, one click or off.
Talk to Quotefi where you chat
"What's waiting for me?" or "I'll take it", by message or voice note. Anything that changes an inquiry asks you to confirm first.
Set up from a template
Pick the template for your kind of business, or press "Build it for me" and our team sets it up.
Your own dashboard
Add, remove and reorder what you see. Your logo and your colour on top.
Monthly and yearly reports
Who follows up, which clients send which work, and what you turned down and why.
Any portal
Each new portal is added as a tested, read-only recipe. No new software to install.
Proposals that win
Drafts built from your past winning quotes and your price rules, checked clause by clause against what the buyer asked for.
Portal submission
Quotefi prepares the submission. A person presses the final button.
Questions
What owners ask first
Does it email our clients on its own?
Only the kinds of email you allow. For each kind you choose automatic, one click or off, and you can change it at any time. Until you switch a kind on, nothing goes to a buyer.
Do we have to change how we work?
No. Your team keeps working in their own mailboxes and portals. Quotefi watches those, keeps the record and does the chasing.
What do you need from us?
Your categories, the details each one needs, who is on the team and your rules, such as how many working days count as too short for a deadline. These are settings you can change.
Can it log in to our supplier portals safely?
It signs in with a login you give it for that purpose, reads new RFQs and downloads their documents. It is read-only, and the login is stored encrypted with your key.
Is it only for one industry?
No. It fits any business with a steady flow of inquiries across several people: manufacturers, contractors, trading companies, professional firms and agencies.
Find out what's slipping today
Book a demo and we'll walk one inquiry through the whole path, from the portal to the reason it closed.