Step 01
Upload customer document
Drop a Visit Prep PDF (your internal research) or a customer's incoming RFI document. Either way, the system will identify what Maple needs to source from vendors and propose RFI line items for your review.
Drop PDF or images here
or click to browse — PDF, JPG, PNG accepted
Step 02
Review & refine
Edit, remove, or add line items. Answer clarifying questions where vendor quotes will need them.
RFI line items
General notes for vendors
Applies to all line items. e.g. food-grade environment, FOB Burlington ON.
Step 03
RFI details & your contact info
Your contact details are saved on this device for next time.
Step 04
Vendors
One Word doc per vendor will be generated. Each doc is identical except for the salutation and address block — vendors will not see each other's names.