Industries · Manufacturing
RFQ to prototype to purchase order.
Track quotations, sample and prototype approvals and certifications through to PO, production and dispatch. Every buyer's requirements and approvals stay on one record.
Your pipeline
The stages your deals really move through.
- 01Enquiry/RFQ Received
- 02Quotation
- 03Sample/Prototype Approval
- 04PO Confirmed
- 05In Production
- 06Dispatched
And when one doesn't work out:Lost
Customer fields
What your team records about every customer.
- Product/Component TypeText
- Order Quantity/MOQNumber
- Certification RequirementPick one
- Customer TypePick one
WhatsApp templates
Messages already written, ready to send.
- Quotation sent
Hi customer name, your quotation for product name (qty quantity) is ready: quote amount.
- Production delay alert
Hi customer name, due to delay reason, your order #order number dispatch is now expected on revised date.
- Warranty claim update
Hi customer name, your warranty claim for product name is now status.
Highlighted words are filled in for each customer. Templates are submitted to Meta for approval on your own number, and you can edit the wording first.
After the sale
Customer requests, sorted as they arrive.
- Warranty Claim/Product Failure
- Component Shortage/Production-Delay Query
- Order/Dispatch Status Query
- Outstanding Payment Follow-up
- Technical Support/Installation Query
Where to start
The parts that matter most for electronics & electricals.
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