Supply chain

Quote pricing desk

Malleable gives pricing teams a fast RFQ desk that gathers the right supply, customer, cost, and margin context before preparing approval-ready quote options.

Malleable Workflow
Turn incoming RFQs into quote options using customer history, inventory, capacity, commodity costs, lead times, margin floors, pricebook rules, and contract constraints.
Done. I built the workflow below with stages, handoffs, and integrations.
Start
Entry point to workflow
Entry Point
New RFQ or quote request

Read RFQ

Extract requested items, volume, timing, customer, terms, and constraints.

Salesforce
Extracts RFQ items, volumes, terms, and customer constraints.

Gather Inputs

Collect inventory, capacity, costs, lead times, contracts, and margin floors.

SAP
Pulls inventory, capacity, cost, lead-time, and contract data.
Snowflake
Pulls historical demand, margin, and warehouse signals.

Prepare Options

Prepare rule-based quote options, rationale, risk flags, and approval requirements.

Pricing Approval

Ask pricing or sales leader to approve margin or lead-time exception.

Slack
Sends margin or lead-time exceptions to pricing leadership.

Send Quote

Send approved quote, route signature, and update opportunity.

Salesforce
Updates the opportunity and routes the approved quote for signature.
Waits
Handoff to resume workflow
Pricing Approval Review
Ask pricing or sales leader to approve margin or lead-time exception.
Complete
Reading the RFQ and commercial constraints...
How It Works
  1. 1Read RFQ: Extract requested items, volume, timing, customer, terms, and constraints.
  2. 2Gather Inputs: Collect inventory, capacity, costs, lead times, contracts, and margin floors.
  3. 3Prepare Options: Prepare rule-based quote options, rationale, risk flags, and approval requirements.
  4. 4Pricing Approval: Ask pricing or sales leader to approve margin or lead-time exception.
  5. 5Send Quote: Send approved quote, route signature, and update opportunity.

Why This Works Better with Malleable

Start simple, improve over time

You just describe what you want to happen. The workflow integrates everything—no separate forms, brittle automations, or AI copilots to wire together. Iterate on your process without rebuilding.

No separate systems to integrate

The diagram you see is what executes. AI reasoning, data handling, and notifications all happen as part of the workflow—not as separate automations you need to configure.

Results

  • Quotes are fast and defensible
  • Pricing reviews margin and lead-time trade-offs
  • Sales receives approved pricing

Integrations

SalesforceSAPSnowflakeSlack

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