Automate RFQs with Zoho Creator & Zoho Books

Managing RFQs manually often means juggling spreadsheets, emails, and manual data entry — leading to slower operations and higher chances of error. Zoho Creator and Zoho Books simplify this entire process by automating how businesses handle procurement.

What is an RFQ (Request for Quotation)?

A Request for Quotation (RFQ) is a formal business process used to invite suppliers to submit price quotes for goods or services. It helps procurement teams compare pricing, evaluate vendors, and make data-driven purchasing decisions.

How Zoho Creator Simplifies RFQs

Zoho Creator is a low-code platform that lets you build custom RFQ management systems — without needing deep programming skills.

• Create smart RFQ forms to capture supplier details and pricing.
• Automate approval workflows for managers or finance teams.
• Integrate directly with Zoho Books for seamless data flow.
• Automatically generate purchase orders or invoices once a quote is approved.

Why Integrate with Zoho Books?

Zoho Books keeps your financials, inventory, and supplier records synchronized. When integrated with Zoho Creator:

• RFQ data flows directly into Zoho Books.
• Approved quotes instantly become purchase orders or bills.
• Eliminates double entry and reduces turnaround time.

The Output — Smarter, Faster Procurement

• Centralized RFQ tracking
• Real-time supplier insights
• Automated approvals & document generation
• Accurate financial reporting

Together, Zoho Creator and Zoho Books bring automation, accuracy, and agility to procurement workflows — saving hours of manual effort and ensuring data consistency across systems.

FAQs — Common Questions

Q1: Can I track supplier performance in Zoho Creator?
Yes, you can add custom metrics and reports to monitor supplier reliability, pricing, and turnaround times.

Q2: Does Zoho Creator support approval hierarchies?
Absolutely. You can configure multi-level approval flows for different departments or user roles.

Q3: Can RFQs be automatically converted to POs in Zoho Books?
Yes — once a quote is approved, Zoho Creator can trigger the creation of a purchase order or bill in Zoho Books instantly.

Streamline Your Procurement Today

With Zoho Creator and Zoho Books working together, your business can automate RFQs, maintain data accuracy, and ensure a faster, more transparent procurement process.