Create draft quote request email from client inquiry
Create draft quote request email from client inquiry
Your client emails lack structured quote details, so your estimators chase site info and quantities. The workflow compiles and sends a draft quote brief to your team the same day.
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Overview
Client inquiry emails often arrive incomplete, making estimators chase missing details and slowing quotes. This flow extracts customer and item information, logs items for lookup, and delivers a ready-to-review draft brief so your team can turn requests into formal quotes the same day.