Direct Purchase Quotation Creation from CRM Lead with Auto-Filled Detail

This allows users to generate a Purchase Quotation directly from the CRM Lead using the "New Purchase Quotation" button, automatically carrying forward key lead information such as contact details, expected revenue reference, required delivery date, and requested product lines with quantities. It ensures accurate data transfer, reduces manual re-entry, and maintains a structured linkage between the CRM opportunity and the procurement process.

Vendor Selection Wizard During Purchase Quotation Creation from CRM

This provides a structured vendor selection wizard when generating a Purchase Quotation from a CRM Lead, allowing users to either create a new vendor or link an existing vendor before confirming the RFQ. It ensures accurate vendor assignment, controlled procurement initiation, and a streamlined workflow directly from the CRM opportunity stage.

Automatic Lead-to-RFQ Linkage with Product and Reference Synchronization

This ensures that when a Purchase Quotation is created from a CRM Lead, the system automatically links the RFQ to the originating Lead/Opportunity, transfers the requested product lines with quantities, carries forward relevant scheduling information such as order deadline and expected arrival, and optionally displays contextual lead information for reference. It maintains complete document traceability and structured synchronization between CRM and Purchase workflows.

RFQ Source Traceability and Lead Reference Visibility

Here you can see that complete traceability between the CRM Lead/Opportunity and the generated Request for Quotation (RFQ) by automatically recording the originating Lead as the Source Document and displaying the related Lead/Opportunity reference within the RFQ form under the Other Information tab.

Purchase Quotation Smart Button

Once a Purchase Quotation is created, a Purchase Quotations smart button becomes available on the Lead/Opportunity form. This smart button provides direct access to all Purchase Quotations associated with that specific Lead, allowing users to quickly review, track, and manage related procurement documents from a single centralized view.

Advanced Configuration Settings for Purchase Quotation Creation from CRM Lead

Here, you can see that in "Default vendor choice when creating RFQ from Lead" we have set a link to an existing vendor, not selected "Pre-fill RFQ line from Lead requested products" and "Copy Expected Revenue to RFQ notes" and Default "Required by" (days from now) is 0.

Link to an Existing Vendor

Here, you can see that by default the system selects the "Link to an Existing Vendor" option, allowing you to choose a vendor directly from the existing vendor list.

Quick Create Purchase without Product and Revenue notes

Here, you can see that the Purchase Quotation has been created with select vendor. Now, it does not include the product lines and the expected revenue note. This is because the options "Pre-fill RFQ lines from Lead requested products" and "Copy Expected Revenue to RFQ notes" have been disabled, preventing the system from automatically transferring those details from the Lead to the RFQ.

RFQ Source Traceability and Lead Reference Visibility

Here you can see that complete traceability between the CRM Lead/Opportunity and the generated Request for Quotation (RFQ) by automatically recording the originating Lead as the Source Document and displaying the related Lead/Opportunity reference within the RFQ form under the Other Information tab.

Increased Count of Purchase Quotation Smart Button

Here, you can see that the count has increased to 2, indicating that two Purchase Quotations have been created from this Lead, and both are now linked and accessible through the corresponding smart button.

Multiple Purchase List of Lead

Once you click on the "Purchase Quotations" smart button, you will see a list view displaying all Purchase Quotations associated with that particular Lead, allowing you to review and manage them collectively.

Contact

Here, you can see that Max Contact appears twice because one Purchase Quotation was created using the "Create a New Vendor" option, while the other was created by selecting an "Link to an Existing Vendor", resulting in two separate vendor records linked to the Lead.