For sales teams that quote from a shared inbox

Now in Early Access

From RFQ email to approved quotation, in one place.

QuoteDoc AI reads every email that lands in your sales mailbox, puts RFQs first, turns each RFQ into a Numbered Request, builds the quotation, sends it through your Approval Route and follows up in the same thread.

Early access is open to a small group of sales teams.

request_quote
Example Builders RFQRFQ, fasteners top-up
request_quote
Sample Roofing RFQQuote 50,000 roofing screws?
local_shipping
Supplier VendorPrice list, March
campaign
Trade show PromoNewsletter, filed away
mailEmail from Example BuilderstagRT-10482
Fasteners Top-Up
Quotation QT-10482-00
Drafted by the Pricing Brain
check_circleChecked by the sales rep
$0.00
sendSent for approval to the Sales Manager
Respond first
Minutes
From RFQ email to a draft quotation, not days
No missed deals
0
RFQs left buried in a shared inbox
More deals closed
100%
Of quotations followed up until the customer replies
Margins protected
Every line
Priced against your costs, margins and discount rules

Quoting is where good deals go slow

Five things sales teams live with today, and what changes.

Instead of RFQs buried in a shared inbox

Every email sorted, RFQs firstEach email is tagged RFQ, customer, enquiry, vendor, promo or spam.

Instead of No single record of a request

One numbered request for each RFQLike RT-10482, with its email, attachments and quotations in one place.

Instead of Approvals chased over chat

Approvals that follow your routeOne approver, a chain or several at once, with reminders and a reason whenever it is sent back.

Instead of Revisions that overwrite each other

Every revision keptQT-10482-00, -01, -02. Only the approved one goes to the customer, by email.

Instead of Quotations that never get a follow-up

Follow-Ups that stop on replySent in the same thread, they stop the moment the customer replies.

From inbox to approved quotation, in one line

Five tools become one line. Nothing reaches the customer until a person sends it.

Watch How It Works

The Pricing Brain only drafts. A person always checks, approves and sends.

From inbox to approved quotation, in one line

Today's tangle becomes one line. Nothing reaches the customer until a person sends it.

Watch How It Works
closeToday
inboxShared inbox table_chartSpreadsheet chatChat approvals descriptionWord template sticky_note_2Follow-up notes
checkWith QuoteDoc AI
inboxcheck
CaptureMailbox synced, RFQ sorted
tagcheck
RequestNumbered RT-10482
calculatecheck
QuoteDrafted by the Pricing Brain, checked by the rep
verified_usercheck
ApproveYour Approval Route
sendcheck
SendPDF in the same thread

back_handThe Pricing Brain only drafts. A person always checks, approves and sends.

Find your industry

Built for businesses where a quotation starts as an email with a list, a drawing or a spec attached.

QuoteDoc AI

Manufacturing

RFQs with drawings and part lists.

  1. Arrives

    Drawings and part lists

  2. Quoted

    Pricing Brain drafts, rep checks

  3. Customer gets

    PDF by email, same thread

attach_fileDrawings attachedhistoryEvery revision kept

Distribution

Part numbers typed into emails.

  1. Arrives

    Part numbers and quantities

  2. Quoted

    Built from the email

  3. Customer gets

    Quotation by email, then follow-up

boltRFQs firstforward_to_inboxFollow-Ups until reply

Retail

Bulk and corporate orders by email.

  1. Arrives

    Bulk order lists

  2. Quoted

    Pricing Brain drafts, rep checks

  3. Customer gets

    Quotation by email, then follow-up

boltOrders firstverified_userSpecial prices approved

Building Products

Bills of quantities, discounts approved.

  1. Arrives

    Bills of quantities

  2. Quoted

    Line by line, then approved

  3. Customer gets

    Approved PDF by email

verified_userDiscounts approvedundoSend-back reasons

Logistics & Freight

Rate requests with lanes and weights.

  1. Arrives

    Lanes, weights, containers

  2. Quoted

    Revised as rates change

  3. Customer gets

    Quotation by email, same thread

historyRate revisions keptforward_to_inboxSame-thread Follow-Ups

Industrial Services

Scopes that change by email.

  1. Arrives

    Scopes and site notes

  2. Quoted

    Revised with each scope change

  3. Customer gets

    PDF by email once approved

forumComments on quotationsmanage_searchFull Audit Trail

Professional Services

Proposals priced from rate cards.

  1. Arrives

    Briefs and change requests

  2. Quoted

    Built from your rate card

  3. Customer gets

    Approved PDF by email

verified_userApproval Routespicture_as_pdfApproved version only
inbox

An inbox that sorts itself

Connect Microsoft 365, Google Workspace or any IMAP mailbox. Every email is sorted, so RFQs come first and newsletters never get in the way.

tag

Numbered Requests and Versions

Each RFQ becomes a request like RT-10482, with its email and attachments. Every quotation revision is kept: QT-10482-00, -01, -02.

calculate

A Pricing Brain

AI agents on Amazon Bedrock draft every line for your rep to check. Whatever way you quote, there is a pricing method for it: set up for your business, or built from scratch if none fits.

verified_user

Approval Routes you set

One approver, a chain, or several in parallel, such as finance and engineering. Any step can send it back with a reason, reminders keep it moving, and everyone is told by email.

forward_to_inbox

PDF Quotations and Follow-Ups

The approved quotation goes to the customer by email as a PDF, in their own thread. Follow-Ups go in the same thread and stop when they reply.

manage_search

A full Audit Trail

Who created, changed, approved, sent back or sent each quotation, and when. Nothing happens off the record.

Every quotation shows its history

Open any version to see who changed it, who approved it and why it was sent back.

1The brain proposes. AI agents draft the lines from the request.
2Your team decides. A rep checks every line, and your Approval Route signs off.
3A person sends. Nothing reaches the customer until someone presses send.
RT-10482 · Example Builders

verified_userApproved by the Sales Manager at 10:42. "Fine at 8%, ship from the north warehouse."

undoSent back by the Sales Manager: "Discount too deep for this volume. Try 8%."

mailCreated from Example Builders' email "RFQ, fasteners top-up", with 3 attachments.

check_circleRequest numbered
check_circleLines checked by rep
check_circleApproved by the Sales Manager
check_circleEvery step logged
Total $7,820.00

What changes for each person

One request. Each role on your team sees what it needs, and your customer gets a faster reply by email.

Sales Representative

Draft ready

The Pricing Brain drafts the quotation. You check it and submit.

Sales Manager

Approvals on time

One queue, with reminders and the full history in front of you.

Sales Administrator

Full control over workflows

Set the Approval Routes, Follow-Up rules and templates.

Company Administrator

Full visibility into the sales pipeline

Every request by stage, from the first email to the sent quotation.

Your Customer

A faster response from you

The approved quotation by email, in the thread they started.

Works with the systems you already use

Connect your mailbox and business systems once. QuoteDoc AI reads incoming RFQs, works from your own data and sends quotations from the same address.

Microsoft 365
Google Workspace
dnsIMAP mailbox
Amazon SES
account_treeERP
contactsCRM
badgeHRMS
inventory_2Inventory database
groupsCustomer database
menu_bookProduct catalog
warehouseWarehouse (WMS)
receipt_longOrders (OMS)
account_balanceAccounting
table_chartPrice lists
folder_sharedShared drives
databaseData warehouse
shopping_bagE-commerce store
addAnything with an API
From a customer

“They would never go back”

They are extremely happy with the solution. In fact, if you ask them whether they would ever want to go back to the previous process, they would probably say no without a second thought!

One of the biggest improvements, particularly for my colleague, is the visibility and accountability the system has brought. Earlier, there was no structured record of how many proposal requests came in or how many were responded to. Now, all that information is properly captured and readily available.

We have also brought the service level agreement down from 13 hours to just 3 hours. Based on our weekly progress reports, the average turnaround time is now around 3 hours, which is a fantastic improvement. Previously, some requests could take days or even weeks to process.

The combination of AI-driven automation and continuous monitoring has made a significant difference. The team now has very little manual work to do. Most of the process is handled by AI, and their role is primarily to review the output. This makes the entire workflow much simpler, more transparent, and considerably easier to manage.

Overall, the visibility, monitoring, and automation have transformed the way they handle proposal requests.

Director of ITSri Lankan Retailer

Questions

Can it send a quotation on its own?add

No. A rep builds or checks the quotation, the approvers on your route approve it, and a person sends it.

Which mailboxes can I connect?add

Microsoft 365, Google Workspace and any mailbox that supports IMAP and SMTP. Sending can also go through Amazon SES.

What does the customer receive?add

The approved quotation as a PDF or Excel attachment, by email, in the same thread as their RFQ. Follow-Ups go in that thread too and stop when they reply.

Who can approve a quotation?add

The people on the Approval Route your Sales Administrator sets up: one approver, a chain, or several in parallel who must all approve. Any of them can send it back with a reason, a step can be reassigned, and reminders and comments keep it moving.

When can we start?add

Early access is open now for a small group of sales teams. Request access and we will reply to set up your team.

Now in Early Access

Still quoting from a shared inbox and a spreadsheet?

Request access and we will reply to set up your team.

One email with your next steps. No newsletters.

Watch How It Works1:30