Sales representatives and account managers
When a new prospect submits a request for quotation and you need to track the process from initial form to final quote.
About
The ONE mind map template is a structured workflow for managing the request-for-quotation (RFQ) process from prospect to quote. It covers 15 nodes across a single sheet, mapping the journey from 'Prospect' through 'RFQ Form filled up', 'RFQ Form with RFQ #', supplier engagement via 'CHINA TEAM' and 'SUPPLIER', to 'Quote Form with Quote #' and final 'RFQ Summary Sheet'. Key teams like 'SALES TEAM' and 'MANAGEMENT TEAM' are assigned at each stage. This template serves as a visual RFQ cheat sheet for sales and procurement professionals, ensuring no step is missed in the quotation cycle.
Terms and ConditionsWhen to use this template
Procurement specialists and supply chain coordinators
During cross-border sourcing where the China team needs to engage suppliers and relay quotes back to sales.
Sales managers and executive leadership
At the end of a quarter when management reviews RFQ conversion rates and summary sheets.
How to use this template
Step 1
Launch the Template
Open the .xmind file in Xmind desktop or web application.
Step 2
Analyze the Workflow Structure
Review the 'Prospect' root and expand each branch to see the workflow steps.
Step 3
Customize Process Data
Replace placeholder text (e.g., 'RFQ Form filled up') with actual data from your RFQ process.
Step 4
Adjust Workflow Nodes
Add or remove nodes to match your team's specific workflow stages.
Step 5
Export and Share Results
Export the completed mind map as an image or PDF to share with stakeholders.
Frequently asked questions
It includes 15 nodes covering the full RFQ process: prospect initiation, RFQ form filling, supplier engagement via China team, quote creation, and a summary sheet for management.
Open the .xmind file, then follow the nodes from 'Prospect' to 'RFQ Summary Sheet', updating each step with actual data like RFQ numbers and quote details.
Yes, all nodes are fully editable. You can add subtopics, change team names, or attach files to each step.
The template assigns tasks to 'SALES TEAM', 'CHINA TEAM', 'SUPPLIER', and 'MANAGEMENT TEAM' at different stages.
Absolutely. You can rename 'RFQ Form filled up' or 'Quote Form with Quote #' to match your company's terminology.
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