Custom App

RFQ Match Pro

AI-powered RFQ intake that turns messy requests into structured, accurate quotes.

BAWC Solutions Inc.Method CRM PartnerCompatibility: Method CRM

Screenshots

Capabilities

AI line item extraction — Pulls RFQ lines from PDFs, spreadsheets, and emails.

Multi-source matching — Finds the best match using sales, item master, and catalogs.

Match source indicators — Shows where each suggested match came from.

Confidence scoring — Shows how confident the system is in each match.

Confirmed match learning — Learns from approved matches to improve future RFQs.

Fast review workflow — Compares each RFQ line beside its suggested match.

Unmatched line handling — Flags unmatched items and creates clean placeholders.

Structured output — Exports clean RFQ data into standardized columns.

Adjustable match sources — Choose which datasets to search for each RFQ.

Built for real operations — Made for teams handling messy real-world RFQs.

Overview

AI-powered RFQ intake that turns messy requests into structured, accurate quotes.

RFQ Match Pro is an AI-powered tool that removes the slow and frustrating manual work involved in turning unstructured RFQs into clean, structured quote data. Instead of digging through PDFs, Excel files, or long emails filled with inconsistent descriptions or missing part numbers, the system reads each RFQ line, extracts the information, and suggests the best matching item in seconds. The matching engine uses multiple data sources to find the most likely result. It checks the customer’s past purchases first, then your item master database, and then any vendor catalogs you provide. Each match is clearly labeled by its source so you can understand why it was selected. If a line cannot be matched, the system highlights it and prepares a placeholder so the information is still ready for quoting. Users can review, change, or confirm any match. Once a match is confirmed, RFQ Match Pro remembers it and will automatically use that information the next time a similar line appears. Over time, the tool becomes more accurate and more aligned with how your team quotes items. RFQ Match Pro was originally built for teams in marine supply and industrial procurement where RFQs often arrive in hard-to-read formats, but the solution works for any business that needs to turn messy RFQs into organized data quickly. By automating extraction and matching, the tool reduces manual effort, speeds up quote creation, and helps ensure consistent results. Whether your team is in an office, warehouse, or remote location, RFQ Match Pro provides a fast, dependable way to move from RFQ intake to a structured quote-ready file that fits into your downstream systems such as Method or Quickbooks.

Installation Instructions

Jason from BAWC Solutions will reach out within 24 hours to help you get set up.