RFQ Tracker
Job Shop RFQ Tracker with a Free Part Quote Check. Price a machined part for free, then track every RFQ, quote version and win rate from request to order. Free to clone.
RFQ Tracker is a Taskade app kit built from one prompt: 4 projects that remember, 3 AI agents that think, and 4 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 4 projects, 3 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Quote Desk. Its automations include Monday quote performance email, Weekday overdue RFQ alert and New RFQ past quote review.
by @taskade
What you can do with RFQ Tracker
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How RFQ Tracker works
- Monday quote performance email: when Mondays at 9 AM, then Ask Quote Desk for the weekly review and Email weekly quote performance.
- Weekday overdue RFQ alert: when Weekdays at 8 AM, then Find RFQs and Format RFQ list.
- New RFQ past quote review: when an RFQ arrives, then Ask Quote Desk for related quotes and Add Quote Desk note.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Quote Desk
- Automations: Monday quote performance email, Weekday overdue RFQ alert, New RFQ past quote review
- Workspace: 4 projects, 3 AI agents, 4 automations