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Inquiry & Quotation · Core Feature

Inquiry Management

Omni-channel pooling, one-click creation & full tracking — never lose an inquiry

Run the whole flow from customer inquiry to supplier RFQ online: auto-pool inquiries from email, web forms and WeCom into an inquiry pool, create a standard inquiry in one click, auto-link customer, product, target price and lead time, track inquiry progress and status end to end, and reuse historical inquiries — goodbye to manual Excel collation and inquiries slipping through the cracks.

Omni
Inquiry channels pooled
1-click
Standard inquiry
0
Lost inquiries
Full
Inquiry progress trail

Product Interface

Inquiry list, customer / supplier inquiries and inquiry status at a glance

Inquiry & Quotation · Inquiry Management · Hoobang ERP
Inquiry Management
Supplier RFQ
Cost & Margin
Quote Approval
Follow-up
Price Library
Inquiries · This Month
+ New Inquiry
Inquiries This Month
156
↑ 18.2%
To Quote
34
↓ 5
Conversion Rate
58%
↑ 7%
Converted
42
↑ 9
Inquiry No.CustomerProductQtyStatus
INQ-202606-128Müller GmbH (DE)Steel Tumbler5,000Converted
INQ-202606-129Bright Inc. (US)LED Garden Light12,000Quoted
INQ-202606-130Yamada Shoji (JP)Silicone Kitchen Set8,600Quoting
INQ-202606-131Sol S.L. (ES)Foldable Storage Box3,200To Quote
1Omni-channel auto-pooling
2Customer / supplier inquiry linkage
3End-to-end inquiry tracking

Core Capabilities

Complete coverage of the inquiry journey, from pooling to conversion

Omni-channel pooling

Inquiries from email, web forms, WeCom and your website are auto-gathered into an inquiry pool, deduplicated and merged — no more manual Excel collation.

One-click inquiry creation

Turn a pooled request into a standard inquiry in one click, auto-linking customer, product, target price and lead time, with zero re-keying.

Customer & supplier inquiry

Record customer inquiries and multi-supplier RFQs in one document; target price and quotes are linked, connecting purchasing and sales.

Inquiry progress tracking

To Quote / Quoting / Quoted / Converted statuses at a glance, with automatic reminders for overdue follow-ups so no inquiry slips away.

One-click to quote / order

Once confirmed, convert an inquiry into a quote or purchase order in one click; product, quantity, price and lead time carry over, data flows seamlessly.

Inquiry history & reuse

Search inquiries by customer, product, date and status; copy a past inquiry into a new one in a click, with target prices retained for evidence-based reuse.

Use Cases

Flexibly adapts to different inquiry models

01
High-volume inquiry pooling

Inquiries pouring in from email, trade shows and your website are auto-pooled and deduplicated — reps no longer copy them by hand.

02
Linked sourcing & sales

Send RFQs to multiple suppliers while quoting the customer — target price and supplier quotes compared in one document for confident pricing.

03
Follow-up without losing deals

Un-quoted and un-followed inquiries auto-remind their owners; inquiry progress is visible, so nothing slips through the cracks.

Inquiry Workflow

A closed loop from inquiry pooling to one-click conversion

1
Pool Inquiries

Omni-channel inquiries auto-flow into the inquiry pool → deduplicated and merged → held as pending inquiries

2
Create Inquiry

Generate a standard inquiry in one click, auto-linking customer, product, target price and lead time

3
Follow Up

Send supplier RFQs and log quotes; inquiry progress and status stay visible, with overdue reminders

4
Convert

The inquiry is confirmed → convert to a quote / order in one click, with details carried over and data flowing seamlessly

FAQ

Questions you may have

Can omni-channel customer inquiries be auto-pooled into inquiries?

Yes. Inquiries submitted via email, web forms, WeCom and other channels are automatically gathered into an inquiry pool and turned into a standard inquiry in one click, auto-linking customer, product, target price and lead time — no more manual Excel collation.

Can one inquiry record both customer and supplier inquiries?

Yes. A single inquiry can capture the customer's request and also send RFQs to multiple suppliers. The customer-side target price and supplier-side quotes are linked within one document, connecting purchasing and sales for downstream comparison and quoting.

How is inquiry progress and status tracked?

Each inquiry is tagged with a status such as To Quote, Quoting, Quoted or Converted, so progress is visible at a glance. Overdue, un-followed inquiries trigger automatic reminders, and owners and follow-up records are fully retained, so no inquiry slips through the cracks.

Can historical inquiries be searched and reused?

Yes. All inquiries are searchable by customer, product, date and status. Past inquiries can be copied into a new one in a single click, common inquiries are quickly reused, and historical inquiries and target prices per product are retained for evidence-based repeat quoting.

Take the First Step Toward Digital Transformation

Dedicated 1-on-1 consultant service — see Inquiry Management and the full inquiry & quotation flow in action