The email assistant drafts replies to your wholesale customers' quote requests.

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From the client

Tom Reyes, Harbour Street Cafés

Quote request

Hello,

Please quote the attached list, delivered to Rotterdam by Friday 6 November. Better price for 30 cartons of cups?

Tom

order-list-november.pdf

What the assistant looked up

  • Client: 7 orders, last one 10482
  • Price group: Wholesale B
  • PDF: 14 lines, matched to your products
  • Stock: cups 64, lids 31, sleeves 4 cartons
  • Terms from March: 30 days, free delivery over €800
  • 3 September email: 30 cartons of cups at €36.90
  • Credit: €5,000 limit, €1,240 open, nothing overdue
  • Address: from order 10482

The draft, ready for a person to check and send

Re: Quote request

Hello Tom, your list at your usual prices, excluding VAT:

12 oz cups, CW-12 20 cartons × €38.40 €768.00
Lids, LD-12 20 cartons × €14.90 €298.00
Kraft sleeves, SL-K 10 cartons × €9.60 €96.00
…and 11 more lines from your PDF

Total: €3,486.40 excluding VAT

Payment 30 days and free delivery, as agreed in March.

For 30 cartons, I will confirm today whether our €36.90 offer of 3 September still applies.

I will confirm today whether we can deliver by Friday 6 November.

4 cartons of sleeves are in stock; I will tell you when the rest follows.

Anna

Left for you to decide

  • Does the €36.90 offer still stand?
  • Is Friday 6 November possible?
  • Send 4 sleeves now, or all 10 later?
Invented client and figures.

What it does

  • Drafts replies from your products, stock and each client's order history
  • Uses each client's own prices or price group
  • Checks past emails with the client: quotes, terms, promises
  • Reads PDF and Excel order lists, line by line
  • Turns emailed orders into draft orders for you to approve
  • Checks credit limit and overdue invoices before quoting
  • Reminds you when a client is due to reorder
  • Reads prices and stock from your ERP (Subiekt, Comarch Optima, enova)
  • Replies in the client's language

We connect your price list, mailbox and ERP with you on the first call.

The draft inside Outlook.

Where it works

Inboxes: Outlook, Gmail or any IMAP mailbox.

Cost: billed by plan, see pricing. Setup is quoted after the call.

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