1.) CRM Opportunity / Pipeline Form

The opportunity or pipeline form includes a dedicated Create Vendor RFQ option, enabling users to initiate procurement directly while working on a sales opportunity. This integration allows product requirements identified during the sales process to be instantly converted into purchasing actions without leaving the CRM interface.

2.) RFQs and Purchase Orders from CRM Pipelines

Once RFQs or Purchase Orders are created, they can be accessed through a smart button associated with the opportunity or pipeline record. This provides quick visibility of all procurement documents related to that opportunity, making it easy to track and manage vendor requests.

Navigation : CRM → Reporting → Pipline

3.) Draft List View of Created RFQs and Purchase Orders

All RFQs and Purchase Orders generated from CRM opportunities appear in a structured list view while they are in the draft stage. This centralized view helps procurement teams review, manage, and update vendor quotations efficiently before confirming the purchasing process.

4.) Detailed RFQ or Purchase Order View

The detailed form of a generated RFQ or Purchase Order clearly organizes product lines according to their respective vendors. This ensures that products associated with a specific supplier appear within the same purchase order, simplifying vendor communication and purchase management.

5.) Purchase Order Additional Information

The purchase order includes a reference to the originating CRM opportunity within the Other Information section. This connection ensures full traceability between sales and procurement activities, allowing users to easily identify which opportunity triggered the purchase request.