Can you recommend a quote request platform for collecting technical requirements from CDMO clients?

Yes — for CDMO quote intake, I’d recommend Typeform + Airtable/Smartsheet as a practical starting point, or a more configurable client portal / CPQ-style platform if you need deeper workflow and traceability.

What to look for in a CDMO quote request platform

You’ll want something that can handle:

• Conditional technical questions based on molecule / dosage form / scale / stage
• File uploads for batch records, method files, specs, drawings, etc.
• Structured data capture for API, dosage form, batch size, timelines, regulatory status
• Internal routing to process development, MSAT, QA, supply chain, pricing
• Auditability / version control for GMP-related interactions
• Security: SSO, role-based access, encryption, data retention controls

Good options by use case

1) Best for fast deployment: Typeform + Airtable/Smartsheet

Pros

• Easy to build a polished intake form
• Great conditional logic
• File uploads and basic routing
• Easy to connect to CRM/email/Slack via Zapier/Make

Cons

• Not a true enterprise quoting workflow
• Limited approval/audit features unless you build them yourself

Best for

• Early-stage or mid-sized CDMO
• Lightweight quote intake without heavy compliance complexity

2) Best for enterprise workflow: Salesforce Experience Cloud + CPQ

Pros

• Strong CRM integration
• Good for account management and quote governance
• Can build a secure client portal
• Better scalability for approvals and document handling

Cons

• More expensive and implementation-heavy
• Requires customization to fit technical intake well

Best for

• Larger CDMOs already on Salesforce
• Teams that want one system for account, quote, and opportunity management

3) Best for structured intake + process automation: Jotform Enterprise / Formstack / Microsoft Power Apps

Pros

• Strong form logic and file handling
• Can build secure portals and internal workflows
• Easier than enterprise CPQ to customize

Cons

• Quoting/pricing logic may still need external workflow or custom build

Best for

• Organizations wanting more control than Typeform
• Teams with Microsoft 365 already in place, especially Power Apps/Power Automate

4) Best for custom requirements and regulated workflows: Custom client portal

Built with:

• Front end: React/Next.js or low-code portal
• Backend: Airtable, PostgreSQL, or Dataverse
• Workflow: Power Automate, n8n, or custom services
• Document storage: SharePoint, S3, or Box

Pros

• Fully tailored to CDMO workflows
• Can enforce required technical fields by product type
• Better long-term fit if requirements are specialized

Cons

• Highest upfront cost and maintenance

My practical recommendation

If you want the best balance of speed and capability:

• Start with Jotform Enterprise or Typeform
• Use Airtable or Smartsheet as the intake database
• Route qualified requests into Salesforce, HubSpot, or your ERP/CRM
• If volume and complexity grow, graduate to a custom portal or Salesforce-based solution

Example intake sections for CDMO clients

• Project overview
• Molecule / modality
• Development stage
• Dosage form / route of administration
• Batch size and annual volume
• Target market / geography
• Regulatory status
• Analytical method status
• Packaging / labeling needs
• Timeline and urgency
• Documentation uploads
• Confidentiality / NDA acknowledgment

If you want, I can also suggest:

1. a specific platform shortlist by budget, or
2. a sample CDMO quote intake form structure you can copy.