Email to Quotation Automation

Challenge

Many quotation workflows still begin in an inbox and fragment quickly across attachments, spreadsheets, ERP lookups, and manual follow-up. That creates delays, inconsistent mapping, and repeated copy-paste work.

The real problem is coordination: presales, sales, procurement, and business owners need the same picture of what matters now, what is blocked, and what needs response.

Approach

We model the workflow from email arrival to quotation handoff, including extraction, mapping, task creation, checkpoints, and progress visibility.

• Map the actual journey from inbox to quotation handoff, including exceptions and reviewer checkpoints.
• Define extraction patterns for BOQs, supporting spreadsheets, and free-form attachments.
• Design normalization rules that make internal catalog mapping more consistent.
• Keep human review where ambiguity, pricing logic, or customer-specific context still matters.

Solution

The system turns email traffic into structured commercial work that teams can track, review, and move forward without losing departmental alignment.

• Ingests customer emails and attachments into one operational queue.
• Extracts BOQ line items and prepares normalized records for mapping.
• Supports draft quotation preparation alongside task and follow-up tracking.
• Gives sales, presales, procurement, and owners a shared view of progress.

Results

The workflow becomes easier to manage: faster preparation, clearer ownership, better response timing, and less confusion across commercial and inventory teams.

• Tracks interdepartment activity from inquiry to quotation handoff.
• Improves visibility for business owners and review teams.
• Keeps focus on urgent customer and inventory actions.
• Creates structured outputs for downstream quotation workflows.

Technology

Backend stack for intake, state tracking, review, and integration across document-heavy commercial workflows.