Move from RFQ to response faster

For CDMO and API manufacturers, outsourced manufacturing opportunities can begin with a long RFQ and quickly involve commercial, technical, pricing and legal teams.

Megnity helps connect these processes using Salesforce, data and AI so teams can respond faster without losing the review and control the process requires.

Talk to our Life Sciences team Explore the process

One process

Bring the commercial process into one connected process

An RFQ is rarely handled by one person. Different teams review requirements, assess capabilities, provide pricing, identify risks and approve the final response — so the work needs to show what needs to happen, who owns it and where it stands.

What needs to happen
5 activities
  • Requirements
  • Capabilities
  • Pricing
  • Risk
  • Approval
Who owns it
4 teams
  • Commercial
  • Technical
  • Pricing
  • Legal
Where it stands
1 view
  • One connected process
  • Visible to everyone

RFQ intake

Process RFQs faster

Large RFQs can contain hundreds of questions, requirements and documents.

We help use AI to read and organize incoming information, identify what matters and route it to the right teams.

This reduces the time spent manually sorting through documents and gives teams more time to work on the response itself.

Explore RFQ Response Agent

Incoming RFQ

Hundreds of questions, requirements and documents

  • Commercial
  • Technical
  • Pricing
  • Legal

Proposal review

Make proposal reviews easier to manage

Preparing the proposal is only part of the work.

Commercial, technical, legal and other teams may need to review different sections before anything can be sent to the customer. We help organize the review process so each team can focus on the information that needs its attention.

  • 3 sections Commercial Scope · Commercial terms · Pricing
  • 3 sections Technical Technical capability · Capacity · Timelines
  • 3 sections Legal Contract terms · Risk · Compliance
Explore Proposal Review Agent

Price guidance

Make pricing decisions with better context

Pricing can depend on previous deals, customer history, product information, commercial priorities and other inputs.

We help bring relevant information together so teams can make pricing decisions with better context and less manual searching.

Explore Price Guidance Agent
  • Previous deals
  • Customer history
  • Product information
  • Commercial priorities
  • Other inputs

Context for the pricing decision

Better context, less manual searching.

Decision stays with the commercial team

Stays connected

Keep opportunities and customer information connected

RFQs and proposals shouldn’t become isolated documents once the process begins.

We help connect them with customer, account and opportunity information in Salesforce so commercial teams have a clearer view from the first inquiry through to the final decision.

That creates better visibility across the pipeline and reduces information being lost between systems and teams.

  1. 01 First inquiry
  2. 02 RFQ
  3. 03 Proposal
  4. 04 Final decision
One connected record in Salesforce CustomerAccountOpportunity

Data foundation

Build on data you can trust

Commercial decisions depend on information from different parts of the organization.

We help connect Salesforce, Data 360, Databricks and other enterprise data sources so teams can work with more complete and reliable information.

The same foundation can support reporting, analytics and AI across the commercial process.

Explore data and analytics
Reporting · Analytics · AI
Salesforce
Data 360
Databricks
Other enterprise data sources

AI, applied

Use AI without removing human judgment

AI can help read documents, organize information and prepare teams for the next step.

It shouldn’t make important commercial decisions without the right people involved.

We build clear review points, business rules and human oversight into the workflow so teams remain in control.

Explore AI and agents
Review points · Business rules · Human oversight
Read documents
Organize information
Prepare teams for the next step

Accelerators

Start further ahead

Megnity has built accelerators around several parts of the CDMO commercial process.

Explore our accelerators
  • 01

    Lead Capture Agent

    Turn incoming inquiries into structured information.

  • 02

    RFQ Response Agent

    Help process complex RFQs and prepare responses faster.

  • 03

    Proposal Review Agent

    Make proposal reviews across multiple teams easier to manage.

  • 04

    Price Guidance Agent

    Bring more information into pricing decisions.

Platforms

Technology that supports the commercial process

Our CDMO and API work can bring together these platforms. We choose the technology around the process and outcome we’re trying to improve.

Explore our platforms
  • Life Sciences
  • Sales Cloud, Service and Marketing
  • Data 360
  • Databricks
  • Claude
  • Tableau
  • MuleSoft

Contact

Is your RFQ or proposal process taking too long?

Tell us where the process slows down. We’ll help you understand what can be connected, simplified or automated.

Talk to our Life Sciences team