Route incoming quote emails to the assigned project rep
Route incoming quote emails to the assigned project rep
Your quotes inbox mixes requests and attachments, leaving bids unassigned and slowing responses. The workflow routes parsed quote numbers and contact emails to the right rep so you respond same day.
Overview
Incoming quote emails often land unassigned, slowing bids and frustrating clients; this flow parses quote IDs and contact emails and routes context-rich alerts to the correct rep. The result: reps get the details and attachments they need to reply the same day and keep projects moving.