RFQ Control Center
Procurement, vendor matching and controlled RFQ dispatch.
Purchase RFQ Command Center
One clean workspace for purchase requirements, vendor matching, communication, quotations and follow-up actions.
What needs attention
Recent Purchase RFQs
Latest records from Bitrix24Follow-up Attention
Open and overdue vendor actionsRFQ Pipeline
Current procurement workflowCommunication Health
WhatsApp and Email queue performanceStart common tasks
Purchase RFQs
Browse the RFQs stored in Bitrix24.
RFQ Register
Smart Process Automation • Entity type 1070Vendor Matching
Find eligible suppliers from the Bitrix24 Materials Supplied (RFQ) master field and verify contact readiness.
Find the right vendors for an RFQ
Use the same material name stored in the Purchase RFQ. Results show email and WhatsApp readiness before dispatch.
Matching Vendors
Operational supplier shortlistRFQ Campaigns
Create the requirement here, fetch matching vendors directly from Bitrix24 Company Master, then send by WhatsApp, Email, or both. No Purchase RFQ or RFQ Vendor Line is created in Bitrix24.
Create Campaign
Requirement → Bitrix24 vendor match → customized outreachMaterial Specifications
Choose only the requirements needed for this RFQ. Your selection is added to email and WhatsApp preview.
Preview combined specifications
Communication Templates (Optional)
Existing messages remain the default. All approved templates are available separately by channel, regardless of material selection.
Pinnacle always uses its approved Meta template; custom WhatsApp text is available only through eligible WhatCRM connections.
Campaign Report
Standalone campaign dispatch historyDates use your browser's local time. Export includes only filtered jobs.
Vendor data is fetched from Bitrix24 Company Master only. This workflow does not create Purchase RFQ or RFQ Vendor Line records in Bitrix24.
WhatsApp RFQ Dispatch
Prepare, review and schedule vendor RFQ outreach in one guided workspace.
Prepare RFQ Outreach
Start with the RFQ. Vendor matching and message preparation follow automatically.WhatsApp Dispatch Report
Monitor delivery results and investigate items that need attention.Pinnacle sends directly through the approved API template. WhatCRM entries remain controlled hand-offs until provider delivery is confirmed. Failed Pinnacle rows include View Error for troubleshooting.
BI & Reports
Executive visibility across RFQ progress, vendor engagement, quotation readiness, communication and follow-up workload.
RFQ Pipeline Overview
Live distribution across procurement stagesChannel Health
WhatsApp and Email delivery performanceChannel Performance Detail
Sent, delivered and failedRFQ Status Detail
Current management statusFollow-ups
Track vendor responses, reminders, ownership and overdue purchase actions.
Create follow-up
Assign the next action to a userOpen actions
Pending and overdue purchase workEmail RFQ Dispatch
Schedule vendor emails through the dashboard. Microsoft 365 Graph or SMTP delivery must be configured on the server.
Build email dispatch
One RFQ • multiple vendors • scheduled sendsEmail queue & history
Sender, schedule, provider acceptance and failuresOutbound email queue & history
RFQ emails sent or scheduled to vendors. This table is separate from inbound replies above.RFQ Vendor Lines
Inspect the underlying Bitrix24 vendor-line records linked to a Purchase RFQ. Normal purchase work should use Purchase RFQs → Vendors & Quotes.
Load Vendor Lines
Search using the internal Purchase RFQ IDSettings & Access
Profile, security, integrations, user access and administrative controls.
Appearance
Choose one theme for all pages or override individual pages.Branding Image
Optional workspace background image for a branded dashboard experience.My Profile
Update your profile name and contact detailsSecurity
The Bitrix24 webhook is used only on the server. It is never sent to the browser. WhatsApp / WhatCRM credentials are not stored in frontend JavaScript.
Bitrix24 Integration Readiness
Support-aligned REST, event receiver and staggered vendor-send setupWhatCRM ACK Diagnostics
Raw WhatsApp ACK/status capture and message-ID correlation. No unverified Delivered/Read mapping is applied.Loading WhatCRM webhook readiness…
Pinnacle WhatsApp API
Optional direct provider for approved WhatsApp templates. WhatCRM remains the primary/default route.Loading Pinnacle readiness…
Role Access Matrix
Clear view of what each role can do before assigning users.User & Permission Management
Administrator-only • assign access, profile details and security actions by roleRFQ Campaign Display Settings
Administrator-managed, shared across users. This does not change Bitrix24 records or saved templates.When hidden, Company Type vendor matching remains available. Material and OR vendor-matching modes are disabled until this field is shown again. Previously saved data is not deleted. Approved communication templates remain available independently.
Communication Template Manager
Administrator-only. Draft, approve and version reusable email / WhatsApp templates. Existing default communications are unaffected.Variables: {{VENDOR_NAME}}, {{VENDOR_EMAIL}}, {{MATERIAL}}, {{QUANTITY}}, {{SPECIFICATIONS}}, {{CAMPAIGN_REF}}, {{TARGET_PRICE}}, {{PAYMENT_TERMS}}, {{DELIVERY_TIME}}, {{SAMPLE_REQUIREMENT}}. HTML is sanitized server-side.
Material Specification Master
Manage reusable specifications by material. Global entries apply to every material. Changes do not modify Bitrix24.Administrator only. Users can select saved specifications and add one-time requirements in campaigns.
Management Recycle Bin
Administrator-only • deleted operational data remains in the management database with reason and audit history.Archive first, erase never during normal operations. Restoring an RFQ makes it visible in this app again; the Bitrix24 source RFQ is never deleted by this recycle-bin action.