Requirements

Requirements are the parts of a deal (for example venue, catering, tech) that you ask suppliers to quote for. Add them by hand, from a template, by copying them from an earlier opportunity, or from AI suggestions.

You find the Requirements card on the deal's page.

Adding requirements

• Add requirement – fields: Category (required), Label, Description / spec, Quantity, Unit, Target price (net), Target date, and whether it is mandatory, i.e. must appear in the deal.
• Clone from opportunity – copies another opportunity's requirements here.
• Load template – shown when your team has a saved template. Existing requirements stay; the template's items are added.
• Suggest Requirements – the AI suggests requirements based on the deal description; you choose which ones to add.

Categories are managed under Settings → Deal Categories. Drag rows to change the order.

Statuses: Draft, RFQ sent, Quotes received, Awarded.

Actions on each row

• Add direct quote – record a supplier quote you received by phone or email.
• Compare Quotes – the quotes received side by side; this is where you award the winner.

Once the requirements are in place, New RFQ asks suppliers to quote for them.