Quote Desk bot
Quote Desk reads each enquiry as it lands, matches your catalogue, checks stock and the customer’s pricing in your ERP, and drafts the quote. Your team approves before anything is sent.
Inbound email · 07:52
Dan · Trade customer, account 2214
Hi, have you got 200 of the 22mm compression elbow we had last time? What’s your best price, and can you deliver by Friday? Thanks, Dan.
Draft quote · waiting for approval
Reply email drafted · every figure shows its source
“Have you got 200 of this fitting? Best price? Can you deliver by Friday?” Here is what Quote Desk does with an email like that, and where your team steps in.
Customer, product, quantity 200, needed by Friday.
Finds the code from “the one we had last time”, or an old part number, using the customer’s order history.
Stock from your ERP; this customer’s price band and any agreed terms.
Quote and reply email drafted, with the source of each figure shown.
Short on stock? Unclear spec? Delivery date at risk? It says so and asks.
No reply after an agreed time: drafts a friendly chase for approval.
Uncertain availability, any non-standard discount, and anything that makes a binding commitment, such as a firm delivery date or a contract price. Nothing goes to the customer until someone on the team says yes.
Works where your team works
Give a bot its own login once, with the permissions you choose. It uses your ERP, your inbox and your customers’ portals the way your team does, including the older screens nobody enjoys.
One repetitive task, on the information you already have, at a fixed price agreed before we start.
Fifteen minutes. Bring one repetitive task your team spends hours on every week.
In your own systems. You set the checks it must pass before your team relies on it.
Agreed in writing before we start. You pay half to begin and the rest only when the agent passes your checks.
Quoting is a good place to start. In 15 minutes we will show you where an agent helps first, using sample data.
Book a 15-minute workflow review