Quoting Email Agent

Quote requests get a priced, supplier-checked draft instead of sitting in the inbox. Reads quote requests and drafts replies with supplier and margin context. It follows your workflow, works across the systems your team already uses, and brings people in when judgment is needed.

Works with the tools your team already uses

GmailSAGEcommonskuMany more

Start the workflow where the work begins

Email

An email starts the Quoting Email Agent, and the agent reads the request with the surrounding context.

Slack message

A teammate asks in Slack, and the Quoting Email Agent starts the workflow from that plain-language request.

Gmail data

The agent works across connected systems so the result is based on the same records your team uses.

Quote requests get a priced, supplier-checked draft instead of sitting in the inbox.

How it works

How does the Quoting Email Agent help teams handle this work faster? It follows the same repeatable steps your team already trusts, then routes exceptions instead of guessing.

01

Reads the request and identifies items, quantities, and decoration

Reads quote requests as they arrive

02

Pulls supplier options and pricing

Pulls product options and decoration costs

03

Prices decoration and checks margin

Checks stock before a price goes out

04

Drafts the quote for a rep to approve

Drafts the quote reply with margin context

Key takeaways

Agent capabilities

  • Reads quote requests as they arrive: Quote requests get a priced, supplier-checked draft instead of sitting in the inbox.

  • Pulls product options and decoration costs: Quote requests get a priced, supplier-checked draft instead of sitting in the inbox.

  • Checks stock before a price goes out: Quote requests get a priced, supplier-checked draft instead of sitting in the inbox.

See the Quoting Email Agent on your workflow.

Book a short demo and we'll show how this agent would handle work from your own process.