What is the difference between manual and upload RFQ creation?

Manual vs Upload RFQ Creation

RFQmatch offers two ways to create RFQs, each suited for different situations:

Manual Creation

Best for: New RFQs, custom requirements, or when you want full control

Advantages:

• Complete control over every field
• Better for simple or straightforward RFQs
• Easy to understand and use
• No document preparation needed

How it works:

1. Go to Manual RFQ Creation
2. Fill out the form fields step by step
3. Add line items manually or via CSV
4. Upload supporting documents if needed
5. Save as draft or publish

Upload & AI Extraction

Best for: Existing RFQ documents, complex specifications, or bulk information

Advantages:

• Saves time - AI extracts information automatically
• Perfect for converting existing documents
• Handles complex line items efficiently
• Supports DOCX, PDF, XLSX, CSV formats

How it works:

1. Go to Upload RFQ
2. Upload your RFQ document or spreadsheet
3. AI analyzes and extracts information
4. Review and edit the extracted data
5. Make any necessary adjustments
6. Save as draft or publish

Which Should You Choose?

Choose manual for simple RFQs with 1-10 items or first-time creation

Choose upload for complex RFQs with 50+ line items or converting existing documents

Can I Switch Methods?

Yes! You can start with upload and then manually edit, or create manually and later upload additional documents.