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RFQ Email Automation

RFQ Email Automation Without Losing Control of the Quote

Simplify incoming RFQ email processing, quotation preparation, and professional responses in Gmail and Outlook workflows.

Designed forB2B sales teams that receive RFQs through Gmail or Outlook
  • Browser-based workflow
  • Branded PDF quotation
  • Human review before sending
The problem

Why the current RFQ process slows teams down

RFQ emails are rarely clean. Requirements may be split across the subject line, email body, forwarded messages, PDF files, spreadsheets, and buyer notes. Teams lose time moving details between inboxes, calculators, quote templates, and PDF tools.

The outcome

A more consistent path from request to quotation

RFQ AutoPilot connects the major steps of the email-to-quote workflow. It helps capture request details, structure them for review, build the quotation, generate a branded PDF, and prepare a reusable response email.

Key benefits

What this workflow helps your team improve

Reduce repetitive copy-and-paste work

Create a more consistent quotation response process

Use dynamic email templates for faster replies

Keep the final review and sending decision with the salesperson

Support Gmail and Outlook-oriented RFQ workflows

Avoid replacing your entire inbox or CRM

Workflow

How RFQ AutoPilot supports the process

Step 01

Receive the RFQ

Work from the buyer email and its attachments.

Step 02

Structure the request

Capture buyer, product, quantity, delivery, and commercial details for review.

Step 03

Prepare the quote

Add prices, terms, validity, lead time, and company branding.

Step 04

Compose the response

Preview the quotation email and attach the generated PDF before sending.

Review is required before every quotation is sent

Verify extracted content, technical requirements, quantities, pricing, totals, lead time, payment terms, delivery conditions, compliance, and all buyer-specific information against the original RFQ.

FAQ

Questions about rfq email automation

Clear answers about the extension, workflow, pricing, and review responsibilities.

Does RFQ AutoPilot replace Gmail or Outlook?

No. It is designed to support the existing email workflow rather than replace your email platform.

Can I edit the email before sending?

Yes. The workflow is built around review and editing before the final message is sent.

Is it useful for low RFQ volume?

Yes. The free and Solo plans are suitable for individuals and smaller teams that want a more consistent workflow without enterprise software.

Free plan available

Try the RFQ-to-quote workflow in Chrome

Install the extension and review the actual workflow before choosing a paid plan.

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