Enterprise intake command

Structured intake across strategy, quotes, and procurement.

Mandate intake designed for precision execution.

Use one command surface to start strategic programs, submit vendor quote requests, and route high-accountability RFP requirements into the correct execution lanes.

Decision-ready briefs

Every submission captures business context, constraints, and risk assumptions.

Vendor-aware detail

Quote flows adapt for RingCentral and other partner ecosystems.

Execution continuity

Requests route into one accountable intake stream with traceable references.

Command view for intake, quote, and RFP routing.
Intake lanes

One submission layer for technology, communications, security, and business mandates.

Capture engagement preference, vendor context, migration history, and commercial parameters in one intake system.

Submission architecture

Three lanes, one command-grade intake standard.

Choose the lane that matches your mandate. Every lane records operational context so downstream teams can act without re-discovery delays.

Strategic intake

Use this when leadership needs architecture, delivery, and risk alignment before execution starts.

Quote request

Use this for licensing, device, term, and pricing request workflows across partner and reseller lanes.

RFP intake

Use this for procurement-led initiatives requiring scope, compliance, integration, and timeline evidence.

Submission workspace

Intake, quote, and RFP forms with vendor-aware intelligence.

Fields are mapped to execution-critical details: sectors, vendor ecosystems, migration context, licensing, and procurement constraints.

Strategic intake brief

For enterprise mandates that require architecture, ownership, timeline, and risk alignment before launch.

Company name
Prospect name
Prospect email
Phone number
Business address
Website
Primary industry
Forecasted users
Number of locations
Vendor focus
Solution lanes
Existing solution provider
Known competitors
Mandate description
Mandate summary
Desired timeline
Buying stage
Urgency level
Outcome priorities
Decision governance
Success metrics
Existing Mitel customer
Engagement preference

Quote request

For pricing, licensing, device, and term requests across vendor ecosystems. Includes RingCentral-specific quote fields.

Company name
Prospect name
Prospect email
Phone number
Business address
Website
Primary industry
Forecasted users
Number of locations
Existing solution provider
Known competitors
Vendor
Product line
License tier
Deployment mode
Number of licenses
Number of devices
Device type
Support window
Purchase or rental
Contract term
Monthly or annual
Discount target
Additional add-ons
Call recording mode
eFax required
Number porting required
Estimated numbers to port
Contact center agents
Target go-live date
Compliance scope
Notes for quote team
Vendor focus
Solution lanes
Existing Mitel customer
Engagement preference
Quote context and description

Vendor quote profile

Select a vendor to load product-specific fields and lane guidance.

RFP intake

For procurement-led opportunities requiring timeline control, compliance constraints, and integration obligations.

Company name
Prospect name
Prospect email
Phone number
Business address
Website
Primary industry
Forecasted users
Number of locations
RFP reference
RFP timeline
Issue date
Questions due
Submission due
Award date
Target go-live date
Existing solution provider
Known competitors
Budget range
Vendor focus
Solution lanes
Existing Mitel customer
Engagement preference
Scope summary
Mandate description
Compliance requirements
Security artifacts required
Mandatory integrations
Vendor shortlist
Scoring model
Non-negotiables
Procurement process notes