Automate RFQ Process with Copilot

@Prutheus

RFQ automation splits cleanly into two halves: the mail side (read, extract, file attachments) and the comparison side (normalise quotes so they are actually comparable). The second one is where the value sits — and where Copilot alone will struggle. How I would build it: - Mail intake: incoming quote mails parsed, PDFs/Excel attachments saved to the right SharePoint location automatically, named by RFQ and supplier - Extraction of the quote data (price, lead time, terms) with AI, into a structured comparison table — flagged for review where confidence is low rather than silently guessed - RFQ creation and stakeholder notifications via Power Automate/Copilot in your Microsoft tenant, so it stays inside your governance - Comparison view that puts suppliers side by side on identical line items Proof: I run document-processing pipelines in production for industrial clients — extraction from PDFs and spreadsheets with structured output and human approval steps. Do the quotes arrive in a consistent format per supplier, or wildly different? That decides how much of the extraction can be rules-based. Happy to scope it. Martin

@Appworldz

Hi, I’m Sahanaj — I’ve automated procurement workflows using Microsoft 365, Copilot/AI, Power Automate and SharePoint, including RFQ intake, supplier quote extraction and stakeholder notifications. I’d build an email-driven workflow that captures RFQ requests, creates the RFQ record, automatically saves PDF/Excel attachments into structured SharePoint folders, extracts quote data for comparison, and sends the right notifications at each stage. Copilot/AI can handle semi-structured supplier quotes while keeping exceptions for human review. Timeline: 4–6 working days Fixed price: ₹12,500 INR I’d make the process configurable so adding suppliers or comparison fields later doesn’t require rebuilding the automation.

@shadabkhan92

As an AI specialist with an exceptionally wide range of skills, my team and I are the perfect fit for your RFQ automation project. We have extensive experience implementing end-to-end solutions through Odoo ERP that seamlessly integrate existing workflows with the latest technologies. Our proficiencies extend beyond simply prototype development; we build robust production infrastructure that ensures smooth operations even in complex scenarios like yours. Our expertise with C#, .NET, and AI technologies like Copilot make streamlining your RFQ creation and quote comparison processes a walk in the park. We have an intimate knowledge of SharePoint, allowing us to design a system that automatically parses and stores vital attachments such as PDFs and Excel sheets. To cater to your needs of email integration, we can set up communication channels with internal stakeholders to ensure timely notifications about the RFQ status.

@Solutionzhere

SolutionzHere can automate your RFQ workflow using Power Automate and Microsoft 365, including RFQ creation, quote comparison, email notifications to stakeholders, and automatic ingestion of inbound emails with PDF/Excel attachments into SharePoint. We’ll structure the flows for clarity, error handling and future extension. Timeline: 5–7 days. Estimate: $600–$1,200, depending on comparison logic, approval steps and integration depth. The scope is realistic for a focused automation milestone. Which system currently holds RFQs and quotes (SharePoint lists, Excel, or another tool), and do you need approval workflows before comparison?

@tyronet2

You need RFQs, supplier quotes, and email attachments linked in one traceable workflow, with stakeholders notified when action is needed. My CargoFlow AI work covers document extraction, validation, and posting invoice data into CargoWise—relevant to turning varied supplier files into comparable records. I’d map your RFQ template and approval steps, then automate RFQ creation, mailbox intake, and PDF/Excel storage in SharePoint using consistent RFQ IDs. Quote comparison would align quantities, currencies, delivery terms, and totals, flagging missing or uncertain values for review. Duplicate checks, failure logs, and targeted notifications would keep the process manageable. I’d assess your Microsoft 365 setup before choosing the workflow tooling and Copilot’s role. Are quotes submitted in a standard template or different supplier formats?

@mahads31

As an experienced software developer and automation expert, I have worked on numerous projects involving process streamlining and data automation - all of which align perfectly with your RFQ automation requirements. My range of skills includes proficiency in Microsoft Technologies like .NET and C# programming, making me well-suited to automate your RFQ creation and quote comparison processes to save you considerable time and resources. My forte certainly revolves around efficiency. From designing automated systems for high-volume data handling to integrating platforms such as SharePoint, I am comfortable working with a diverse range of tools. In fact, my familiarity with Copilot, an enterprise-grade automation tool, equips me to bring effective solutions to the table while ensuring a seamless user experience. Moreover, my previous work extending across different industries has proven invaluable in adapting to new challenges and spotting optimal routes for automation. As you're looking for a long-term technology partner, I understand that strong communication is key to successful projects. You can count on me to keep you updated through regular email notifications on the progress and integrations done in your system with full fluency. Let's collaborate, optimize and revolutionize your RFQ process together!

@alluankit01

Hi, I can help automate your RFQ creation, quote comparison, email notifications, and SharePoint attachment handling using Microsoft 365 tools. My approach will be to first review your current RFQ workflow, email format, quote templates, approval steps, SharePoint library structure, and stakeholder notification rules. Then I’ll build a clean automation using Power Automate, Copilot where useful, SharePoint, Outlook, and Excel/Forms. I can help with: * RFQ creation workflow * Quote comparison automation * Email notifications * Outlook email reading * PDF/Excel attachment saving * SharePoint folder organization * RFQ tracking list * Stakeholder alerts * Approval/status updates * Basic documentation Deliverables: * Automated RFQ workflow * Quote comparison structure * SharePoint attachment storage flow * Email notification setup * RFQ status tracker * Setup and usage notes * Test run with sample RFQs I’ll focus on reducing manual work, keeping files organized in SharePoint, and making the RFQ process easier to track and maintain. Best regards Ankit

@pkundu25

As a Senior AI Automation Engineer specializing in Agentic AI architectures, I design autonomous multi-agent systems that move beyond static workflows. I deploy intelligent, self-correcting agents capable of reasoning, handling document variances, and executing complex decision-making. Proposed Solution: I will deploy an Autonomous Procurement Agent Framework using tools like Microsoft AutoGen, LangChain, or Copilot Studio Actions to manage your RFQ lifecycle: - The Ingestion Agent: Continuously monitors emails. If a supplier sends an incomplete Excel sheet or unreadable PDF, this agent autonomously drafts and sends a polite clarification email to the vendor without human intervention, before storing structured data in SharePoint. - The Analysis Agent: Uses LLM-driven reasoning to read unstructured supplier quotes. It normalizes different currencies, units of measure, and payment terms into a unified, dynamically generated comparison matrix. - The Stakeholder Agent: Evaluates the final comparison against your business rules, drafts tailored summary briefs, and coordinates approvals via interactive adaptive cards in email or Teams. Let's connect to discuss it further. I am ready to begin the project immediately. Thanks! Deliverables: 1. Multi-agent system (Ingestion, Analysis, and Notification agents). 2. Self-healing document processing pipeline. 3. Audit logs tracking agent reasoning and decisions.

@richard031596

You need an RFQ workflow that creates request packages, collects supplier quotes from email, stores the attached PDF or Excel files in SharePoint, compares submissions and notifies the right internal stakeholders. I have built C# and API based approval workflows where structured documents, email events and shared data stores were connected into one traceable process. I can map your current RFQ template and comparison criteria, then configure the automation around Microsoft 365 email and SharePoint. Each incoming quote can be filed under the correct RFQ, key values can be extracted into a comparison table, and stakeholders can receive notifications when quotes arrive, are due or need review. The solution will include clear exception handling for missing attachments, duplicate emails and unreadable files. I will document the workflow and provide a practical handover so your team can manage templates and notifications later. Are your RFQs and supplier quotes currently based on a standard Excel template, PDF template, or both?

@sangeeta830

Hi, I can help you build a seamless RFQ automation solution using Microsoft Power Automate, Copilot, Outlook, and SharePoint. I will automate RFQ creation, streamline quote comparison, and ensure relevant information is organized efficiently. The workflow can monitor incoming emails, identify RFQ-related messages, automatically save PDF and Excel attachments to the appropriate SharePoint folders, and notify internal stakeholders via email. I have experience designing business process automations and integrating Microsoft 365 services to reduce manual work and improve accuracy. My focus will be on creating a reliable, user-friendly solution with clear workflows, proper error handling, and easy maintenance. I’m ready to get started.

@gianmput15

I can automate the RFQ workflow from creation through quote comparison and stakeholder notifications. I can build the workflow to monitor incoming emails, extract and store PDF/Excel attachments in SharePoint, automate RFQ creation, compare supplier quotations, and notify the appropriate internal stakeholders automatically. I’ll also include validation and error handling so missing attachments or unexpected formats don’t silently break the process. I’m comfortable working with Microsoft 365, SharePoint, email integrations, Copilot and workflow automation, while keeping the solution maintainable and easy to update. Please share your current RFQ process, SharePoint structure and a sample RFQ/quotation so I can understand the required automation accurately.

@LumnikaTeam

You need to automate RFQ creation and quote comparison via Copilot. I will deliver a configured Copilot Studio agent and a Power Automate flow that parses quote responses into a comparison table. Post-delivery maintenance is not included. Price: 7635₹ Delivery date: 2026-09-02

@CliveMSoftware

I'll build a complete RFQ automation solution using Power Automate and Microsoft 365 Copilot to streamline your entire workflow. My approach includes creating intelligent RFQ templates that auto-populate data, developing quote comparison logic that extracts and analyzes vendor responses, and setting up automated email routing to notify stakeholders at each stage. I'll implement a SharePoint document management system that automatically captures incoming emails, extracts PDF and Excel attachments, and organizes them by RFQ ID for easy retrieval. The solution will include custom C# components if needed for complex quote analysis logic and will leverage Power Automate connectors to keep everything synchronized across your Microsoft 365 ecosystem. Delivery is 3 weeks with full documentation and training.

@GenomyR

Good day, Regarding your Automate RFQ Process with Copilot: building and extending desktop tools requires strict file binary parsing, deterministic state serialization, and offline error handling so data is never corrupted. Here is how I structure the delivery: 1. Stage 1 (50% Milestone): Inspect data/save file specifications, map serialization schema, and deploy initial core parser in 2-3 business days. 2. Stage 2 (50% Milestone): Complete UI controls, offline integrity verification, and hand over full compiled binaries with documentation. All deliverables include full commercial IP transfer upon milestone approval. During execution, I provide direct communication and staging previews for rapid review. Happy to discuss specific requirements right here in Freelancer chat. Do you have sample save files or specification sheets ready for testing the schema parser? Best regards, Tumisang

@digitaldevelo

I've read through the details of your project, and it seems like I could be a great fit for your automation needs with Copilot. My name is Arif, and I have extensive experience in software development and an excellent understanding of the automation tools such as Copilot. Being well-versed in SharePoint and email integration, I'm confident in my ability to automate RFQ creation and quote comparison to streamline your process effectively. Besides using Copilot for automation, I also have a strong grip on other relevant tools and languages crucial for this task including Software Architecture. This combination of skills will ensure a seamless integration of your RFQ process. Furthermore, I'm highly organized and accustomed to successfully managing complex projects while keeping lines of communication open with clients. Hiring me would mean having an efficient solution that automates not only existing tasks but also anticipates potential future needs and minimizes any room for error. My work is not just about delivering on time but also about being reliable and focusing on results that transform your business. Reach out to me, and let's discuss how we can leverage my expertise to redefine your RFQ process with accuracy and ease.

@ravikumarsingh1

I can help you streamline your RFQ process by automating RFQ creation, quote collection/comparison, stakeholder notifications, and document handling. I have experience building workflow automation, email-based processes, document workflows, APIs, databases, and business process systems. I can design the solution using Microsoft Copilot/Power Automate and SharePoint, depending on your existing Microsoft environment and licensing. The automation can cover: • Automated RFQ creation based on predefined data and templates • Sending RFQs and tracking supplier responses • Reading incoming emails and identifying relevant RFQ replies • Automatically saving PDF, Excel, and other attachments to SharePoint • Organizing documents using a clear folder and naming structure • Extracting and structuring quotation data for comparison • Automated quote comparison to help identify pricing and supplier differences • Email notifications to internal stakeholders at key stages • Status tracking and error handling for missing or incomplete information My approach would be to first map your current RFQ workflow and identify where automation provides the most value. I would then build and test the workflow end-to-end, ensuring that email handling, SharePoint storage, notifications, and quote comparison work reliably together. I focus on creating maintainable automations that reduce manual work while keeping the process easy for your internal team to manage.

@nabiullax86

Hello — I will automate your RFQ flow with Microsoft 365 Copilot and SharePoint so RFQ creation and quote comparison stop being manual work. Concretely: a Power Automate flow monitors the RFQ mailbox, saves incoming PDF/Excel attachments into a structured SharePoint document library with metadata, and Copilot/AI Builder extracts the line items and prices into a SharePoint list. From there a comparison view (or generated summary sheet) ranks supplier quotes side by side, and approval/notification emails go out automatically to internal stakeholders at each stage. I handle the process mapping and project management side myself, and my team covers Power Automate, Copilot/M365, SharePoint, .NET/C#, plus wider automation/AI, CRM/SaaS and web work when the workflow needs a custom connector or a small portal on top. Deliverables would include the flows, the SharePoint structure, a comparison template, and a short handover doc so your staff can maintain it. Fixed price ₹7,000 INR, 7 days. One question: where do RFQs and supplier quotes currently arrive — a shared Outlook mailbox, a SharePoint list, or Excel files — and which Copilot licence do you have (M365 Copilot, Copilot Studio, or just AI Builder credits)? That decides whether extraction runs through Copilot or AI Builder.

@Ahsanayaz0021

Hi, I understand you're looking to automate the RFQ process, focusing on RFQ creation, quote comparison, and stakeholder communication through email notifications. With extensive experience in .NET and C#, I've successfully implemented similar automation solutions that streamline processes and enhance productivity. To tackle your project, I propose the following approach: - First, I'll assess your current RFQ workflow to identify areas for automation and integration with SharePoint. - Next, I'll implement Microsoft 365 Copilot to automate RFQ creation and the quote comparison process while integrating email notifications for stakeholders. - Finally, I'll set up an automated system to read emails and store relevant attachments directly in SharePoint for easy access. I am dedicated to delivering a seamless and efficient solution. How soon would you like to start this project?

@eugabrielmaximo

Hello, Your RFQ workflow has several manual steps that can be connected into one automated process: creating RFQs, collecting supplier quotes, comparing them, notifying stakeholders, and filing PDF/Excel attachments into SharePoint. The key challenge is making the workflow reliable enough that emails and attachments are correctly classified, stored, and linked back to the right RFQ without creating duplicate records or missing documents. I’d approach this by: - Automating RFQ creation and tracking from the existing source data. - Monitoring incoming emails and automatically extracting/storing PDF and Excel attachments in the correct SharePoint location. - Structuring quote data for consistent supplier-to-supplier comparison. - Triggering stakeholder email notifications based on RFQ status and required actions. I can build this around Microsoft 365 tools such as Copilot, Power Automate, Outlook, and SharePoint, with validation steps for exceptions and incomplete attachments. One question before starting: where are RFQs currently created and tracked (Excel, SharePoint, ERP, or another system)? If you share the current workflow, I can map out the automation and identify the quickest path to implementation.