Printable RFQ worksheet
WhatsApp RFQ Script for Petroleum Equipment RFQ Worksheet
Use this worksheet to turn whatsapp rfq preparation research into a quote-ready inquiry before contacting the sourcing team.
Buyer and market
Product selection questions
- What product category and application should I state in the first message?
- Which technical details prevent repeated follow-up questions?
- How should photos, destination, quantity, and timeline be shared?
- When should the conversation move from WhatsApp to a formal quote sheet?
Quote-ready specification fields
- Product category, configuration code if known, quantity, and destination country.
- Fuel type or liquid media, voltage, flow rate, tank size, hose/nozzle details, certificates, and packing needs.
- Buyer role, project timeline, target port, preferred Incoterm, and whether the order is sample, trial, or repeat stock.
Decision criteria
- Start with the product family, application, and whether the request is a replacement, resale order, or project package.
- Include the core technical fields: fuel or liquid media, voltage, flow rate, tank capacity, connection size, or accessory scope as relevant.
- Attach photos, nameplates, site sketches, or existing product measurements when replacing parts or matching installed equipment.
QC and packing checks
- Use WhatsApp photos to verify labels, nameplates, dimensions, connection standards, and visible damage before quoting replacements.
- Move confirmed requirements into the private RFQ record so quote, QC, packing, and document checks are not lost in chat history.
- Ask for final specification confirmation before releasing factory-ready quote requests or sample instructions.
Export notes to confirm
- WhatsApp is best for fast clarification, photos, and follow-up; the final quote should still list product scope, price terms, packing, lead time, and documents clearly.
- For mixed accessory orders, request a written list or photo-marked bundle so small parts are not missed during packing.
Copy/paste RFQ brief
Product category: WhatsApp RFQ preparation. Application: _____. Destination: _____. Quantity: _____. Required specs: _____. Certificates/documents: _____. Packing or labeling: _____. Timeline: _____. Please review product fit, quote package, QC checks, spare parts, and export readiness.
Public-safe sourcing rule
This worksheet captures buyer requirements only. Private channel records, cost workups, supplier identity, and evaluation notes stay inside the internal RFQ workflow.
Open the guided RFQ form with this product context.
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