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Quote desk

From “can you quote this?” to a priced quote, while you sleep

The quote desk reads requests from your inbox, asks for anything missing, emails the right suppliers, collects their prices, applies your markup in code and drafts the customer quote for your approval. Every request moves across a board you can see at a glance.

Try it free How it works
A quote request card moves across the board from New to Won while the log records each step: asking for details, emailing carriers, pricing, approval and acceptanceNEWNEEDS INFOSOURCINGQUOTES INREADYSENTWONRFQ-104240ft containerRotterdam →HoustonNorthwindACTIVITY · RFQ-1042Asked the customer for cargo weight and ready dateEmailed 4 carriers from 2 inboxes3 prices in: $2,850 · $2,990 · $3,120Priced in code: $2,850 × 1.18 + $150 → $3,510You approved it, quote sent to the customerCustomer accepted: won
8board stages, new to won
5sector presets
0prices calculated by the model
Manyinboxes to spread outreach
Deep dive

A closer look at Quote desk

01 · Suppliers

Outreach to the right suppliers, automatically

Requests become cards on a board that moves from new to won. When a request reaches sourcing, the desk emails the right suppliers from a shared directory, imported from CSV, Google Sheets or Docs, and spreads outreach across several inboxes to protect deliverability. Suppliers who don't answer get a follow-up, and facts learned from their emails make the next request smarter.

  • Board stages: new, needs info, sourcing, quotes in, ready, sent, won / lost
  • Import suppliers from CSV, Sheets or Docs
  • Automatic outreach across several inboxes
  • Follow-ups and facts learned from supplier emails
One request is emailed to four suppliers from two inboxes; three reply with prices, the fourth gets a follow-up, and a supplier fact is learnedRFQ-104240ft containerRotterdam → Houston18 t · ready 12 Maysales@ inboxquotes@ inboxMaersk Lineops@maersk…$2,990MSCrates@msc…$2,850CMA CGMquotes@cma…$3,120Hapag-Lloydsales@hlag…follow-uplearned: MSC · no hazmat on this lane
02 · Pricing

Your margins, calculated in code

The model reads and writes emails; it never does the maths. Prices are cost × (1 + markup %) + fixed, with a minimum margin and rounding, per desk or per buyer. Every customer email waits on the board for your approval.

  • Markup %, fixed fee, minimum margin and rounding
  • Rules per desk or per buyer
  • Every customer email approved by you
  • A quote flow builder decides what happens at each stage
The quote price is calculated in code: supplier cost times markup plus a fixed fee, checked against a minimum margin and roundedPricing · Freight deskBest supplier cost$2,850× (1 + markup 18%)desk rule$3,363+ fixed fee$150 handling$3,513minimum margin 15%18.9%round to nearest $10$3,510CUSTOMER PRICE$3,510The model never does the mathsIt reads supplier emails and writes thequote. Numbers come from your rules.
03 · Buyers

Supplier stock matched to buyers' buy boxes

Keep a buyer directory with buy boxes: the products, price ceilings and volumes each buyer wants. When a supplier offers stock, the desk checks it against every buy box and drafts offers to the buyers it fits, ready for your approval.

  • Buy boxes per buyer
  • Automatic matching against supplier offers
  • Offers drafted with the buyer's own pricing rules
  • Facts learned about buyers from their emails
A supplier's stock offer is checked against each buyer's buy box and an offer is drafted for the matching buyerSUPPLIER OFFERFrozen shrimp 21/2512 t · Vietnam$6.20 / kg CIFfrom: Mekong SeafoodHarbor FoodsBuy box: Shrimp · ≤ $6.50/kg · 10–20 tmatchNordic Fish CoBuy box: Salmon onlywrong productBay TradersBuy box: Shrimp · ≤ $6.00/kgprice too highDRAFT OFFER · to Harbor FoodsHi Sam, we have 12 t of 21/25 frozen shrimp from Vietnamavailable at $6.45/kg CIF, within your usual range.Shall I reserve it for you?waits for approval
Under the hood

The details

Sectors

Freight & logistics, marine & ship supply, wholesale & trading, wholesale real estate or custom.

Request fields

Each sector sets the fields a request needs.

Buyers

Buy boxes that match supplier offers and draft offers to buyers.

Learning

Facts about suppliers and buyers learned from their emails, reviewed by you.

Approval

Customer emails always wait on the board for your OK.

MCP

Create requests, run steps and send drafts from any MCP client.

Use cases

Who it's for

Freight forwarders

Lane requests fanned out to carriers, best rate marked up and quoted.

Ship chandlers

Provision lists sourced from suppliers per port.

Wholesale traders

Supplier stock matched to buyers' buy boxes with offers drafted.

FAQ

Quote desk: common questions

Does the AI set my prices?

No. Pricing is calculated in code from your markup rules; the model only reads and writes emails.

Can quotes go out automatically?

Supplier outreach can. Every customer quote waits on the board for approval.

Where does the supplier list come from?

Import it from CSV, Google Sheets or Google Docs, and it improves as facts are learned from emails.

Can I customise the stages of work?

Yes. The quote flow builder controls what happens at each stage.

Keep exploring

Works hand in hand with

Channels

Omnichannel inbox

Gmail, Outlook, SMS, WhatsApp, Instagram, cold-email tools and web chat, answered by one agent.

Explore Operate

Approvals & autonomy

Suggest, draft or auto autonomy, an Approvals queue, business hours and follow-up sequences.

Explore Grow

Analytics

Agents, conversation map, flow drop-off, response times, AI cost, leads and bookings.

Explore
Get started

Put it to work on your own inbox

Connect an inbox, describe the job, test it in a sandbox and go live with exactly the autonomy you're comfortable with.

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