Model RFx Processes
as Simple as a Flowchart
Connect people, systems, and approval steps into an end-to-end workflow – no coding required, with full control.
How Does the Process Builder Work?
Your RFx process as an interactive workflow – flexible, transparent, and fully automated.
Workflows That Match Your Reality
RFx processes never run strictly linearly. Sometimes multiple approvals must run in parallel, sometimes one step depends on two previous ones. Traditional tools force you into rigid sequences – our process builder adapts to your logic.
Parallel Flows
Approvals and compliance checks run simultaneously – saves time
Conditional Branching
Different paths based on quote value or supplier rating
Reusable Modules
Build once, use repeatedly across different processes
The Principle
Each building block is a step in the process. Arrows show dependencies. When all previous steps are completed, the next one starts automatically. This creates an intelligent, self-organizing workflow.
Example: Transport RFQ Workflow
Available Building Blocks
Ready-made workflow elements you can combine via drag & drop – from approvals to API integrations.
Approvals
Define approval workflows with any number of stages. Automatic forwarding to the next responsible person, deadline reminders included.
Digital Signatures
Obtain legally valid signatures from internal or external stakeholders. Magic link for suppliers – no registration required.
Level Gates
Structure complex processes into logical phases (as common in enterprise projects). Each gate marks a milestone – with clear conditions for proceeding.
Document Requests
Request specific documents from suppliers or internal departments. Automatic reminders, version control, and structured filing included.
API Integrations
Connect your IT systems directly to the workflow. Fetch data from ERP, write results to CRM, or update SharePoint – fully automated.
Automation Rules
Define if-then logic for your processes. Make decisions, validate data, or change routes – all rule-based and without manual intervention.
Your Benefits
More than just workflow automation – connect IT systems, business processes, and people in an intelligent ecosystem.
Complete Integration
Your process builder seamlessly connects IT systems, business processes, and people . ERP data flows in automatically, approvals run in parallel, and results end up directly in the CRM – without manual transfer.
- API-First: Connect to SAP, Dynamics, Salesforce, SharePoint
- Human-in-the-Loop: Approvals & signatures at the right places
- Event Feed: Each stakeholder sees only their relevant tasks
Real-Time KPIs
Every process step is measured. Cycle time, bottlenecks, compliance rate – everything live on the dashboard. You see immediately where processes are stuck and where optimization potential lies.
Process A/B Testing
Unsure whether a 3-stage or 2-stage approval is faster? Test it! The process builder enables A/B testing for workflows – route 50% of RFQs through variant A, 50% through variant B, and measure which performs better.
Data-Driven Optimization: No more gut decisions – see in black and white which process works better.
Ready to Optimize Your Processes?
See in a demo how you can model RFx workflows in minutes and continuously improve them with live KPIs.