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Managing incoming Request for Quotes (RFQs) from ILS, AeroX, and your Email Outlook!

RFQ Management Tool

How to claim RFQs with Assign to Me and avoid duplicate quotes using the RFQ Management Tool.

📌 Claiming RFQs with "Assign to Me"

RFQs for an out-of-stock Alternate PN now auto-route to an in-stock Main PN, with a yellow alert flagging the switch on the Create Quote form.

RFQ auto-routing for Alternate Part Numbers with in-stock Main PNs

RFQ Management

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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