Streamline your quoting process by instantly creating quotes with emails from your customers. Compile a checklist and fast track organization of quotes with the quote requests dashboard. Let’s explore.
1. You must set up your email configuration first to populate the quote request dashboard. Learn how to install and setup your email in our resource center.
2. Once it is setup, select “Quote” and choose “Quote Requests” from the dropdown menu.
3. The inbox used during setup of your email will be displayed here. Let’s explore the command options. They include:
- Refresh – Refresh the inbox.
- *Load Email* – Reload the inbox to look for new quote requests. The first action needed to be taken when entering the RFQ screen.
- Spam – Designate the quote request as Spam.
- Delete – Delete the quote request.
- Remove All – Remove all quote requests.
4. Filter the quote request status using the filter dropdown. You can also adjust the view of information by selecting the grid dropdown and selecting or deselecting options.
5. We have a new request, QR20! Before we create a new quote, check the organization and sales rep columns. The customer resource management (CRM) will automatically assign a sales rep and organization if the customer has already been added to the CRM. If the customer has not been added to the CRM, then you can add this customer to the CRM. Select the “+” to add an organization.
6. Fill in the customer information. If you need more help on this and how to setup an email on the contact level, check out our resource center for more information on the CRM.
7. Assign the newly created organization to the quote request by using the search field. Then, select a sales representative that will manage the request.
8. Now, let’s create a quote. Try using the "Quote Assistance" button to allow SecturaFAB to parse the data and files for you.
9. Once you click "Quote Assistance" a window will pop up with a loading icon first, then with your potential line items pulled from the email and/or files attached.
10. Once SecturaFAB has finished scanning the text and parsing the data, it will generate a line item, or lien items if you have multiple parts in the email. In these AI generated line items, check to make sure information like Quantity, Item Name, Product Type, Material, and Thickness are correct. If this is a product type "Part" then you can also select your profile equipment under the "Machine" Drop down.
11.) Once all information looks correct, click "Create Quote"
12.) The Quote you generated, will be populated with all customer information, and part data that was filled out by the AI and verified by you.