Customer Product Feedback Survey Form
Estimated Time: 5 minutes Difficulty: Easy Team Size: 1 (Customer or Product Team) Collect real customer insights with ...
5 steps
10 fields
2 automations
Sales Survey
Procurement form workflow for Tallyfy
Get accurate vendor quotes faster with structured RFQs
Incomplete RFQs create back-and-forth that delays procurement. This form captures item specifications, quantities, delivery requirements, and urgency levels upfront so vendors can respond with accurate quotes the first time.
5 steps
10 fields
Use this form in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Customer fills "Vendor Request for Quotation (RFQ) Form" form | CX Customer | On time |
| Status: Active | 2. AI summarizes and tags submission why this works | Claude AI agent | 3m left |
| Status: Waiting | 3. Reviewer approves and assigns | RV Reviewer | 4h left |
| Status: Conditional | 4. Auto-trigger next workflow | Conditional On approval | Auto |
Tallyfy is the accountability layer that lets this form trigger a hybrid people + AI workflow.
Form fields
Vendor Request for Quotation (RFQ) Form
Complete this form to request a formal quotation from a vendor. Provide accurate details about items or services needed, quantities, delivery location, and timeline to receive an accurate quote quickly. The more specific your request, the faster and more accurate the vendor response will be. Have your specifications ready before starting - incomplete RFQs delay the quoting process.
Enter text...
Full name of the person submitting this RFQ
Enter text...
Email address for quote correspondence
Enter text...
Phone number for urgent clarifications
Enter text...
Name of the vendor you are requesting a quote from
Select option...
How quickly do you need this quote?
Enter description...
Describe the products or services you need quoted. Include specifications, quantities, and any requirements.
Enter text...
Total quantity needed (e.g., 100 units, 500 hours)
Enter description...
Full address where items should be delivered, or location where services will be performed
Select date...
When do you need delivery completed by?
Enter description...
Any additional specifications, compliance requirements, or special instructions for the vendor
This is a preview. Sign up to use this form.
Related templates
Budget & Project Funding Request Form
Budget & Project Funding Request Form Simplify your project funding requests with this structured 10-minute form design...
7 steps
11 fields
Financial Services Startup requests funding
Commercial Insurance Quote Request Form
Type: Form Steps: 6 Form Fields: 14 Time to Complete: 10-15 minutes Streamlined quote request process for commercial in...
6 steps
14 fields
Insurance Quotation
Employee Vacation & Leave Request Form
Estimated Time: 2-3 minutes Best For: All employees requesting time off Approval: Routes to direct manager automatically...
1 steps
11 fields
1 automations
Human Resources requests
Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Phase 2
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Phase 3
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
Ready to use this form?
Sign up free and start collecting responses in minutes.