Quote Request Process

Executive Summary

The Quote Request Process is part of the Marketplace and Supplier Sourcing process wave. It defines the controlled operating step that produces this outcome: Prepare and send quote requests to selected providers with scoped requirements, deadlines, and response expectations.

This is a business process specification. It does not define software implementation, API contracts, database schemas, or source fact ownership changes.

Why This Exists

This process exists because supplier and service provider sourcing must be repeatable, auditable, evidence-based, approval-aware, and connected to bid preparation, contract delivery, funding needs, and organizational preferences. Marketplace and Supplier records must remain distinct even when they support the same sourcing workflow.

Owner

The owning Practice is Supplier Marketplace. The primary Digital Professional is Nexus. The Chief Product Officer and Enterprise Architect owns the process standard. Domains retain ownership of business facts.

Business Value

This process creates business value by improving supplier discovery, quote quality, supplier selection discipline, response tracking, verification review, provider onboarding, delivery support, and long-term supplier performance learning.

Domain Ownership

Domain	Ownership in Marketplace Sourcing
Marketplace	Owns listings, categories, discovery, search, matching, visibility, quote request workflows, marketplace recommendation display, and provider workflow state.
Supplier	Owns supplier relationships, supplier verification signals, quote performance, ratings, reviews, response time, previous contracts, preferred supplier state, and supplier performance.
Bid	Owns bid preparation state, bid workspace dependencies, pricing coordination, supplier inputs needed for bids, and bid-related sourcing tasks.
Contract	Owns contract delivery state, supplier delivery dependencies, milestones, deliverables, risks, and contract performance records.
Funding	Owns funding assessments, applications, funding readiness, cash-flow risk, and funding partner workflow state.
Organization	Owns customer business profile, capabilities, procurement preferences, regions, services, products, and operating context.
Notification	Owns notification requests, delivery, read status, reminders, escalations, and communication history.
Analytics	Owns reporting views, KPI snapshots, sourcing performance summaries, and executive insights.
Intelligence	Owns reasoning records, recommendations, confidence scoring, explainability, and memory coordination.

Practices and Digital Professionals

Practice	Digital Professionals	Contribution
Supplier Marketplace	Nexus	Leads supplier need interpretation, marketplace search, provider matching, quote requests, quote comparison, verification review, selection support, onboarding, performance capture, preferred supplier updates, feedback, and lessons learned.
Bid Management	Atlas	Provides bid workspace needs, supplier inputs, pricing dependencies, tender consultant needs, and proposal support requirements.
Contract Delivery	Forge	Provides contract delivery needs, supplier dependencies, delivery performance context, supplier issues, and contract support requirements.
Funding	Beacon	Supports funding partner engagement, funding-related provider needs, cash-flow considerations, and funding workflow boundaries.
Business Intelligence	Pulse	Tracks sourcing KPIs, quote performance, supplier response trends, ratings, performance summaries, and executive insights.
Executive Office	Ari, Ava	Coordinates executive approvals, escalations, reminders, schedules, external communication decisions, and customer leadership briefings.

Marketplace Participant Types

Participant Type	Typical Sourcing Use
Suppliers	Goods, materials, subcontracted delivery, operational supply, and contract delivery support.
Accountants	Tax, financial statements, compliance support, management accounts, and tender documentation support.
Tender consultants	Bid strategy, proposal support, tender interpretation, and submission support.
Legal advisors	Contract review, legal risk, terms interpretation, and dispute support.
Funding partners	Purchase order finance, invoice finance, working capital, and contract funding options.
Insurance providers	Tender-related insurance, project insurance, liability cover, and contract delivery cover.
Equipment hire providers	Equipment sourcing for contract delivery or bid feasibility.
Fleet hire providers	Vehicle or fleet sourcing for delivery requirements.
Professional services providers	Specialist skills, consulting, technical services, engineering, project support, and compliance assistance.

Primary Boundary

Marketplace owns quote request workflow; Supplier owns provider response and quote performance state.

Trigger

• Provider shortlist is ready and quote request is approved where required.
• Human request from customer CEO, bid owner, contract owner, funding owner, or delegated user.
• AIOS event orchestration from a prior Marketplace Sourcing process state.

Inputs

Input	Source Owner
Marketplace listings, provider categories, search results, matching records, quote requests, and marketplace workflow state	Marketplace Domain
Supplier profiles, relationships, verification signals, quote performance, ratings, reviews, response time, previous contracts, preferred supplier state, and performance records	Supplier Domain
Bid workspace needs, supplier inputs, pricing dependencies, tender support requirements, and proposal constraints	Bid Domain
Contract delivery needs, supplier dependencies, milestones, deliverables, risks, and performance context	Contract Domain
Funding readiness, funding partner workflows, cash-flow risk, funding assessment, and funding application state where relevant	Funding Domain
Organization profile, procurement preferences, operating regions, services, products, and business context	Organization Domain
Notification preferences, quote request reminders, provider communication delivery, escalations, and communication history	Notification Domain
KPI snapshots, sourcing trends, quote performance summaries, supplier performance summaries, and executive reports	Analytics Domain
Recommendations, confidence scores, explainability, reasoning records, and memory proposals	Intelligence Domain

Procedure

1. AIOS receives the trigger and creates or updates the process instance.
2. AIOS assembles authorized context from Marketplace, Supplier, Bid, Contract, Funding, Organization, Notification, Analytics, and Intelligence where relevant.
3. Nexus receives a scoped work packet with SOP, task objective, evidence requirements, guardrails, and deadline.
4. Nexus performs the assigned search, match, request, comparison, review, selection support, onboarding, performance capture, or feedback activity within Supplier Marketplace authority.
5. Supporting Digital Professionals contribute only where their Practice expertise is required.
6. AIOS checks missing evidence, source ownership, response deadlines, funding implications, verification risk, approval thresholds, confidence, and exception conditions.
7. High-impact sourcing outputs are routed to authorized human approvers through Ari and Ava where executive coordination is required.
8. Accepted outcomes are recorded through the owning Marketplace workflow or relevant Domain workflow.
9. Notification sends quote requests, reminders, and escalations only when requested by the process or event policy.
10. Analytics captures KPI signals and sourcing performance summaries.
11. AIOS records audit evidence and proposes memory updates when approved learning is available.

AIOS Orchestration

sequenceDiagram
    participant Event as Trigger/Event
    participant AIOS as AIOS
    participant Lead as Nexus
    participant Domains as Source Domains
    participant Human as Human Approver
    participant Audit as Audit Trail
    Event->>AIOS: Start or advance process
    AIOS->>Domains: Request authoritative context
    Domains-->>AIOS: Domain-owned facts and events
    AIOS->>Lead: Delegate scoped marketplace sourcing task
    Lead-->>AIOS: Output, evidence, confidence, exceptions
    AIOS->>Human: Approval package when required
    Human-->>AIOS: Approve, reject, or request revision
    AIOS->>Audit: Record process execution and decision

Events

Event	Trigger	Primary Consumers
QuoteRequestStarted	Process trigger accepted.	AIOS, Supplier Marketplace, Executive Office
QuoteRequestTaskAssigned	Work packet assigned to Nexus.	Nexus, AIOS
QuoteRequestApprovalRequested	High-impact provider request, supplier selection, preferred supplier update, funding partner engagement, or external communication requires approval.	Ari, Ava, human approver
QuoteRequestCompleted	Required process outcome is recorded.	Analytics, Executive Office, dependent Bid or Contract workflows
QuoteRequestExceptionRaised	Process cannot continue normally.	Ari, owning Practice, AIOS governance

Process States

stateDiagram-v2
    [*] --> NotStarted
    NotStarted --> Triggered
    Triggered --> InProgress
    InProgress --> WaitingForProviderResponse
    WaitingForProviderResponse --> InProgress
    InProgress --> WaitingForVerificationReview
    WaitingForVerificationReview --> InProgress
    InProgress --> WaitingForApproval
    WaitingForApproval --> Approved
    WaitingForApproval --> Rejected
    WaitingForApproval --> RevisionRequested
    RevisionRequested --> InProgress
    Approved --> Completed
    Rejected --> Closed
    InProgress --> ExceptionRaised
    ExceptionRaised --> Escalated
    Escalated --> InProgress
    Completed --> [*]
    Closed --> [*]

Human Approvals

Approval Point	Required When	Approver
External quote request	The process sends material requirements, pricing request, or contract-related need to providers.	Authorized business representative
Supplier selection	Provider choice creates bid, contract, supplier, funding, or operational commitment.	Customer CEO or delegated owner
Preferred supplier update	Supplier status affects future recommendations or preferred relationship state.	Authorized supplier or executive owner
Funding partner engagement	Sourcing involves funding partner workflow or funding application/assessment boundary.	Authorized financial approver
Durable memory update	Sourcing lesson affects future reasoning or recommendations.	Owning Practice or Domain-aligned reviewer

Exceptions

Exception	Response
No suitable providers found	Nexus expands search criteria, records gap, and escalates to Ari if bid or contract risk is material.
Provider non-response	Notification sends reminders, Supplier records response signal, and Nexus recommends alternate providers.
Quote incomplete or incomparable	Nexus requests clarification or excludes quote with rationale and audit evidence.
Verification concern	Nexus flags supplier risk and routes selection for human review before commitment.
Funding partner workflow needed	Beacon reviews funding boundary and routes funding workflow through Funding-owned process.
Bid or contract deadline risk	Atlas or Forge receives escalation and Ari coordinates executive decision if material.
Low AI confidence	AIOS requires additional evidence or human review before accepting recommendation.

KPIs

KPI	Definition
Search cycle time	Time from need identification to provider shortlist.
Provider match relevance	Percentage of recommended providers accepted for quote request or review.
Quote response rate	Percentage of quote requests receiving usable responses.
Average response time	Average provider response time from quote request to response.
Quote comparison completeness	Percentage of quotes with required scope, price, terms, and evidence fields.
Verification review completion	Percentage of shortlisted providers with verification display reviewed.
Selection approval latency	Time from recommendation to human selection decision.
Supplier onboarding time	Time from selection approval to supplier linked to target bid or contract workflow.
Supplier performance capture rate	Percentage of completed supplier engagements with performance captured.
Preferred supplier update accuracy	Percentage of preferred supplier updates supported by approved evidence.
Audit completeness	Percentage of sourcing instances with required evidence, decisions, events, and outcomes.

Audit Evidence

• Trigger event and process instance ID.
• Marketplace, Supplier, Bid, Contract, Funding, Organization, Notification, Analytics, and Intelligence references used.
• Work packet assigned to Nexus.
• Search criteria, provider shortlist, quote requests, quote responses, verification display, comparison evidence, and confidence score where applicable.
• Human approval package and decision record where required.
• Events emitted or consumed.
• Exceptions, escalations, reminders, provider responses, and resolution.
• Final process outcome and dependent workflow handoff.

Collaboration

Nexus leads Marketplace Sourcing work. Atlas contributes bid needs, tender timing, pricing dependencies, and proposal support requirements. Forge contributes contract delivery dependencies, supplier issues, and delivery performance context. Beacon supports funding partner and cash-flow implications. Pulse reports sourcing KPIs and supplier performance trends. Ari and Ava coordinate executive approvals, external communication decisions, reminders, and escalations.

Operating Principles

• Marketplace owns listing, discovery, category, search, visibility, matching, request, and marketplace workflow state.
• Supplier owns supplier relationship, supplier profile signals, quote performance, ratings, reviews, response time, preferred supplier state, previous contract signals, and performance state.
• Bid owns bid preparation state, bid workspace dependencies, bid tasks, pricing coordination, and proposal artefacts.
• Contract owns contract delivery state, supplier delivery dependencies, milestones, deliverables, risks, and performance records related to delivery.
• Funding owns funding application, assessment, funding readiness, cash-flow risk, and funding partner workflow state.
• Organization owns customer organization profile, capabilities, preferences, operating regions, and business context.
• Notification owns reminder delivery, provider communication delivery, read status, escalation delivery, and communication history.
• Analytics owns reporting views, KPI snapshots, supplier sourcing performance summaries, and executive insights.
• Intelligence may recommend suppliers or providers, but Marketplace and Supplier Domains own accepted records.
• AIOS orchestrates work but does not own source facts.
• Humans approve high-impact supplier selections, external quote requests, preferred supplier changes, funding partner engagement, and material commitments.