Use case / Sourcing operations

RFQ Automation

For companies sourcing hundreds or thousands of products, requesting and revising supplier quotations is a repetitive task. Automail automates much of that work without replacing their existing PLM.

This use case draws on existing customer deployments whose internal systems, costing structures, sourcing organizations, and business rules differ considerably, despite sharing the same general RFQ process.

From product design to supplier quotations

RFQ stands for Request for Quotation. Suppliers quote for products with a breakdown of material, labor, and other manufacturing costs. Sourcing teams compare the offers, negotiate, and select a supplier.

This example covers Tier 1 suppliers manufacturing finished garments, such as shirts, trousers, jackets, underwear, and other apparel products.

Design teams create products in a Product Lifecycle Management (PLM) system, recording fabric, sizing, construction, and other specifications. PLM also provides PDF tech packs and artwork files for prints and graphics applied during manufacturing.

Once a product reference is ready for quotation, merchandisers across sourcing offices invite multiple suppliers. Their competing quotes support price comparisons, negotiations, and the final sourcing decision.

Example garment design with product attributes, PDF tech pack and artwork files
Product specifications and supporting files originate in the company's existing PLM.

The real workload is keeping quotations up to date

Without automation, merchandisers download tech packs and artwork from PLM, email them to suppliers, then collect Excel quotations and consolidate the responses.

Quotations are requested while designs are still evolving. Every change to materials, construction, or artwork can trigger another round of downloads, emails, revised quotes, and comparisons across sourcing offices.

In an exercise with sourcing managers, estimated merchandising time per product reference added up to thousands of hours per season across the team.

Manual RFQ workflow showing repeated PLM downloads, supplier emails, Excel quotation returns and cross-office consolidation
Every product revision can restart the same cycle of downloads, emails, spreadsheets, and comparisons.

Why not use a large sourcing platform?

Enterprise sourcing suites such as SAP Ariba and Coupa can work well for broad procurement programs. But applying one to a specific RFQ workflow can turn a relatively simple need into a major project.

Costing structures, approvals, and team responsibilities differ across business functions. Adopting a full platform may require complex integrations, changes to working practices, and supplier onboarding.

Full platform approach

  • Adapt sourcing processes to the platform's structure.
  • Configure business rules and PLM integration.
  • Introduce supplier accounts and onboarding.
  • Plan for a broader budget and rollout.

Automail workflow layer

  • Keep the existing PLM and sourcing rules.
  • Automate repetitive RFQ and revision tasks.
  • Collect quotes through email and Autoform.
  • Deploy the workflow first, then refine it.

Automail complements existing enterprise systems rather than replacing them.

Automail takes over the work between PLM and suppliers

Automail uses an existing or purpose-built PLM connector to retrieve product references, specifications, tech packs, and artwork. It continuously detects new references and changes.

Business rules assign each reference to the appropriate merchandising group, which selects the suppliers. Automail emails RFQ instructions in each supplier’s preferred language, together with a unique Autoform link.

Further PLM changes can trigger updated quotation rounds and reminders, while responses remain consolidated in Automail.

1
Sync PLM

Product references, specs, and files.

2
Apply rules

Assign the sourcing group.

3
Select suppliers

Merchandisers choose suppliers.

4
Send RFQs

Email and unique Autoform link.

5
Track responses

Quotations, updates, and reminders.

Automated flow from PLM through Automail business rules to sourcing teams, supplier RFQs and consolidated quotation data
Automail connects to PLM, applies the customer's business rules, coordinates supplier communication, and consolidates quotations.

A quotation sheet suppliers can open directly

Autoform is our flexible external data-collection application. In this RFQ workflow, it serves as a supplier-facing quotation sheet, combining form controls with spreadsheet-style entry. Automail structures and prefills each sheet, then retrieves the submitted values.

Suppliers receive unique RFQ links by email and submit or revise their quotations directly. No account or portal training is needed.

Autoform is a separate application for external parties. Suppliers neither need nor have access to Automail.

Merchandisers and authorized company users work in Automail to manage the process, review quotes, compare suppliers, and export data.

Example Autoform quotation sheet with predefined product details and editable supplier quote fields
Each supplier works through its own quotation link while the sourcing team stays in Automail.

Built around the process, not the other way around

Automail and Autoform were designed to be easy for the Lineverge deployment team to configure. This lets us adapt to each function’s rules, refine workflows with users, and release adjustments quickly.

Broad sourcing-suite rollouts can take 18 months or more. A focused Automail RFQ workflow can be deployed in a few weeks, depending on integration access and scope.

1. Understand the existing workflow

Map quotation, revision, approval, and exception handling with users.

2. Connect the existing systems

Coordinate with IT, connect PLM, and configure business rules.

3. Run end-to-end tests

Test actual RFQ scenarios with key users.

4. Go live with suppliers

Release the stable workflow directly to suppliers.

5. Refine and monitor

Review feedback weekly; automated alerts flag unusual cases for proactive attention.

Weeks, not a long platform rollout

Deploy one focused workflow without replacing the existing enterprise systems.

Fixed fees, iterative adjustments

Agree on fees and timelines upfront. Refinements and change requests during deployment are included.

Timelines depend on scope, integration access, and internal readiness.

The collected data is not locked into Automail

Sourcing teams compare consolidated quotations and cost breakdowns directly in Automail.

The same data can flow through API or EDI into existing ERP systems and the company’s preferred reporting and analytics tools.

Automail consolidated RFQ quotations with API or EDI export to analytics and enterprise systems
Quotation data can be analyzed in Automail or integrated into the company's existing reporting environment.

A simpler way to manage a complex process

The result is a decentralized, email-based RFQ process with centralized oversight. Less manual work makes it practical to invite more suppliers, collect competing quotes, and negotiate with better information.

Less repetitive work

Reduce repeated downloads, emails, reminders, and Excel consolidation.

Easy for suppliers

Respond through a link, with no account or Automail access.

More sourcing options

Gather competing quotes from more suppliers with less work.

Clearer oversight

Track supplier participation, comparisons, and sourcing distribution.

The goal is not another platform for everyone to learn, but a faster, more scalable, and more transparent sourcing process that works with existing systems.

Talk to us

Have a similar supplier process?

Show us how your teams currently work. We can discuss where Automail would fit without replacing your existing enterprise systems.