01
Use fields that fit the product family
Pipe may need schedule and length; a valve may need type, end connection and actuation. Avoid applying the same mandatory fields to every item.
A catalog and RFQ journey for pipe, valve and fitting distributors, with clear product families, connection details and specification review.
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The task
Nominal size alone does not describe a fitting. Connection standard, material and product-specific ratings need to remain visible, especially when a buyer is matching an existing installation.
Example RFQ structure
01
Pipe may need schedule and length; a valve may need type, end connection and actuation. Avoid applying the same mandatory fields to every item.
02
Keep the approved connection standard alongside size. Do not suggest that similarly named or sized connections are interchangeable.
03
Carry the product reference, quantity and unit into the quote request. A multi-item inquiry should still be readable by the sales team.
Try the intake pattern
Try it with sample details to see what your sales team receives. Nothing is sent.
Use “unknown” wherever the technical team needs to help.
Specification, suitability, availability and price remain to be confirmed by the supplier.
Supply current product sheets and the fields your sales team actually uses. Resolve contradictory specifications before importing.
The website presents approved data and collects requests. Pressure, temperature, media compatibility and substitution decisions remain with the responsible team.
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