Automations / Automated quoting
SalesE Relay
Faster Quotes. Fewer Errors. More Wins.
Manual quote handling slows down your sales cycle and drains valuable resources. Our rules-based system instantly reads, validates, and drafts responses to incoming quote requests so you never miss a sales opportunity.
Illustrative data. All part numbers are fictional.
What SalesE Relay does
- Reads and extracts data from RFQs in PDF, Excel, or email
- Validates part numbers, quantities, and lead times against your ERP
- Applies customer-specific pricing logic and business rules
- Composes a quote response for intelligent routing or automated reply, based on your rules of engagement
- Flags exceptions and routes them to the right team member
See it in action
Watch an incoming request for quote go from email to a ready-to-send quote, with every part number, quantity, and price checked along the way.
How it works
Our intelligent quote processing does the manual work so your team can focus on converting more sales.
Connect
Integrates email with your ERP, CRM, and pricing databases.
Analyze
Parses each incoming request to identify all relevant data, including part number, quantity, and customer.
Apply rules
Executes customizable rules to take the right action based on your company's engagement preferences.
Generate response
Composes the quote response, then either replies automatically or routes it to a team member, based on your rules of engagement.
Data monitoring
Provides real data analytics, opportunity management, and report generation in a configurable dashboard.
Built-in rule logic
- Validates part number format before processing
- Matches part numbers and quotes with ERP inventory data
- Identifies and classifies existing customers, creates new profiles, or routes appropriately
- Responds automatically when all data is present and accurate, and every condition for auto-reply is met
Key benefits
The SalesE Relay whitepaper
How distributors turn RFQ handling from a bottleneck into a competitive advantage, and what it takes to automate quoting without giving up control.
- Where quoting time actually goes, and how to measure it
- How rules keep automated quotes accurate and on-policy
- What to automate first, and what to route to your team
Real-time ERP integration. Full audit trail. Zero guesswork.
Whether you handle 100 or 100,000 quotes a week, SalesE Relay gives your team a scalable, reliable way to respond faster without sacrificing control or accuracy. Ready to reduce your quote time from days to seconds?