For business owners: turn quote emails into draft estimates

Business owners watch quote emails get buried, causing delayed estimates and stalled deals. Extract key customer, site, and item details, then notify estimators with a draft quote for faster handoffs.

Overview

Quote requests buried in email cost deals and slow your sales cadence. This workflow turns inbound quote emails into structured draft estimates and alerts your estimators, eliminating manual data hunting so estimators report faster handoffs and fewer missing details.

Notable Features

Extract customer and site details
Parse item names and quantities
Notify estimators with draft quote