Procurement form workflow for Tallyfy

Get accurate vendor quotes faster with structured RFQs

Incomplete RFQs create back-and-forth that delays procurement. This form captures item specifications, quantities, delivery requirements, and urgency levels upfront so vendors can respond with accurate quotes the first time.

5 steps

10 fields

Import into Tallyfy Preview steps

Sales requests Quotation

Run this form in Tallyfy

Import this template into Tallyfy and configure the kickoff form with requester details, vendor name, item specifications, quantity, delivery location, and urgency level

Set up Tallyfy workflow steps to validate RFQ completeness, submit to vendor, log quote response, and route for management approval with clear deadlines

Track RFQ status in real-time through Tallyfy so procurement teams can see pending quotes, expiration dates, and approval status at a glance

Import this template into Tallyfy

Form fields

Vendor Request for Quotation (RFQ) Form

Complete this form to request a formal quotation from a vendor. Provide accurate details about items or services needed, quantities, delivery location, and timeline to receive an accurate quote quickly. The more specific your request, the faster and more accurate the vendor response will be. Have your specifications ready before starting - incomplete RFQs delay the quoting process.

Requester Name *

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Full name of the person submitting this RFQ

Requester Email *

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Email address for quote correspondence

Requester Phone

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Phone number for urgent clarifications

Vendor Name *

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Name of the vendor you are requesting a quote from