Automate Quotation Emails —
From RFQ Detection to Quote Reply
in Minutes

RFQ AutoPilot installs as a browser extension for Gmail or an add-in for Outlook. It operates directly within your email interface — no separate application needed. When an RFQ email arrives, the system processes it in the background and creates a draft reply with the complete quotation. You review the draft in your normal inbox view and send it like any other email. Your customer sees a regular email from your address, not from a third-party tool.

Absolutely. That is exactly what RFQ AutoPilot is designed for. You can generate quotation in Gmail without ever leaving your inbox. The AI reads the incoming RFQ, extracts data, applies your pricing, and creates a draft reply — all within Gmail. You review, edit if needed, and click send. The entire workflow happens in one tab.

No. RFQ AutoPilot generates quotation emails that match your natural communication style. You customize the tone, language, greeting, and closing. You add personalization tokens that insert customer names, reference previous interactions, and include relevant details. The result reads like a thoughtful, personally written email — because you control every element of how it sounds.

Every automated quotation is created as a draft for your review before sending. You always see the quote before your customer does. The AI applies your pricing rules exactly as configured — it does not guess or estimate prices. If a product match is uncertain, the system flags that line item in yellow so you can verify it manually. You maintain full control over every number that leaves your inbox.

Yes. You can create separate quotation templates and pricing rules for different product categories, divisions, or business lines. When the AI detects which category the RFQ falls into, it automatically selects the correct template, applies the right pricing structure, and includes category-specific terms. This works whether you sell industrial parts, technology products, building materials, or services.

RFQ AutoPilot includes a built-in approval workflow. You set thresholds such as quote value above $50,000, discount exceeding 15%, or new customer first order. When a generated quote hits any threshold, it routes to the designated approver via email notification. The approver reviews, approves, or adjusts the quote — then it returns to the sender for final delivery. The entire approval process stays within email.

Yes. RFQ AutoPilot includes quote tracking that shows: whether the customer opened your quotation email, how many times they viewed it, whether they clicked on any attached documents, time elapsed since quote was sent, and automated follow-up reminders at intervals you set. This helps your team prioritize follow-ups on engaged prospects and re-engage those who have not opened their quotes.

Yes. The system handles service quotations including hourly rate calculations, project-based pricing, milestone payment schedules, scope of work descriptions, service level agreements, and custom service packages. You configure service templates just like product templates, and the AI applies them based on the type of request detected.

Processing capacity depends on your plan: Starter Plan: up to 100 quotes per month. Professional Plan: up to 500 quotes per month. Enterprise Plan: unlimited quotes. There is no per-day cap within your monthly allocation. If you receive 50 RFQs on Monday morning, all 50 will be processed and drafts generated within minutes.

Yes. RFQ AutoPilot supports multi-user teams with individual inboxes connected per team member, shared product catalog and pricing database, role-based permissions (admin, quoter, approver, viewer), quote assignment and routing rules, team performance dashboard, and collision detection preventing duplicate quotes on the same RFQ. Professional and Enterprise plans include multi-user functionality.