Quote automation

The pain

Every RFQ that lands in the shared inbox starts a scavenger hunt: dig out the part numbers, check pricing and availability, copy everything into a quote template, and hope the customer has not already gone to the competitor who answered first. Quotes queue up behind whoever is on inbox duty, and the slowest quote is usually the lost one.

How it works

• Inbox intake: the agent watches your shared inbox (Front, Zendesk, Outlook, or Gmail) and recognizes RFQs across email bodies, PDFs, and spreadsheets.
• Extract and classify: line items, quantities, target dates, and customer identity are extracted and matched against your catalog and account records.
• Validate: pricing rules, contract terms, and availability are applied; anything ambiguous is routed to a rep with the extracted data pre-filled.
• Respond: a tailored quote response is generated from your templates and pushed back through the same channel, with a clean record written to your ERP or CRM.

What you get

• Quote responses drafted in minutes instead of hours, in your voice and format.
• Every quote grounded in your live catalog and pricing rules, no stale spreadsheets.
• A reviewable draft for every response: reps approve, edit, or escalate.
• A complete quote trail linked to the originating conversation.