Customer Product Feedback Survey Form
Estimated Time: 5 minutes Difficulty: Easy Team Size: 1 (Customer or Product Team) Collect real customer insights with ...
5 steps
10 fields
2 automations
Sales Survey
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
Use this form in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Customer fills "Vendor Request for Quotation (RFQ) Form" form | CX Customer | On time |
| Status: Active | 2. AI summarizes and tags submission | Claude AI agent | 3m left |
| Status: Waiting | 3. Reviewer approves and assigns | RV Reviewer | 4h left |
| Status: Conditional | 4. Auto-trigger next workflow | Conditional On approval | Auto |
Tallyfy is the accountability layer that lets this form trigger a hybrid people + AI workflow.
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.
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Full name of the person submitting this RFQ
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Email address for quote correspondence
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Phone number for urgent clarifications
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Name of the vendor you are requesting a quote from
Select option...
How quickly do you need this quote?
Enter description...
Describe the products or services you need quoted. Include specifications, quantities, and any requirements.
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Total quantity needed (e.g., 100 units, 500 hours)
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Full address where items should be delivered, or location where services will be performed
Select date...
When do you need delivery completed by?
Enter description...
Any additional specifications, compliance requirements, or special instructions for the vendor
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipe 1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2
Run
People + AI working together 4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3
Track and improve
Audit and learn 7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.
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