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Handle RFQs faster

The app reads every RFQ that lands in your inbox, prices the customer's list from your ERP and your suppliers, and has the quote drafted for your salesperson to check and send. Follow-ups, order confirmations and the order into your ERP are prepared the same way, and nothing goes out without a person.

The Today view: what needs you, what is waiting on others and how recent RFQs ended
The Today view shows what needs you, what is waiting on a customer or supplier, and how recent RFQs ended.

Few RFQs arrive complete

Missing details have to be requested from the customer, the customer's list is typed line by line into your own system, and each line needs a price from the price list or from a supplier. The messages sit in different people's inboxes, so nobody can see at a glance which RFQ is waiting on whom and which one is already late.

The app is built for companies that get dozens of RFQs a month, each with a parts list or product list whose lines are priced separately.

From RFQ to order

See what's missing as soon as an RFQ arrives

The app gathers the request's emails and attachments on one page, checks what the quote needs and drafts the reply asking for anything missing.

A draft reply asking the customer for the missing details

The customer's list, priced line by line

The app reads the parts or product list from the attachment, matches each line to your products and prices it from your ERP, price lists and supplier quotes. Lines it isn't sure about are flagged with a suggestion.

The customer's list as lines, with a discontinued item waiting for a decision

A draft quote on your own pricing rules

Once the lines are priced, the calculation and the draft quote follow your company's own rules, ready to send.

A draft quote with every line priced

Every quote followed up

If the customer hasn't replied in two working days, a follow-up is drafted, and the page shows how long the quote is valid.

A follow-up draft on a quote the customer has not answered

Orders checked against the quote

When the order arrives, the app compares it with the quote, drafts the order confirmation and groups the lines not in stock into purchase orders by supplier. The confirmed order goes into your ERP.

An order with its change from the quote

Stay on top of every request and order

Many companies handle RFQs and orders by email alone, so the information is scattered across different people's inboxes. In the app, every email shows which request, order, customer or supplier it belongs to, and under the email you see the customer's whole history: earlier emails, quotes, meetings and orders from the ERP.

Email: every message tagged with its request or order, and the customer's history under the open message

Your data stays with you

Security and installation

How we proceed

  1. 1

    Demo. We show you the app in a 20-minute Teams meeting.

  2. 2

    Trial. You try the app free of charge before you decide.

  3. 3

    Installation. Your administrator approves the app's permissions during a remote installation, and the app is set up for your lists, pricing rules and ERP.

  4. 4

    The first month. We adjust the app week by week based on your users' feedback.

What is tailored to your company
  • what a complete RFQ contains and which stages an RFQ goes through
  • how your customers' lists are read
  • where products are identified from: your item master, price list or distributors' catalogs
  • where prices come from: your price list, supplier quotes or distributor APIs
  • the calculation rules or your own calculation template, and the quote template
  • ERP: where products, stock, prices and customer terms are read from and where orders are sent
  • mailboxes, users and suppliers

Pricing

Setup

€2,900 + VAT

Requirements review, the first version, installation and the ERP integration, plus changes during the first month of use.

Monthly fee

€590 / month + VAT

Maintenance, updates and support. No fixed term, and you can stop at any time.

Microsoft bills its usage fees to you directly, estimated at a few tens of euros a month.

Questions

What do you need from us?

You need an administrator or IT partner who approves the app's permissions during a remote installation, a payment method on your Microsoft account for the usage fees and the mailboxes we agree on. Beyond that, no IT expertise is required.

We already have a CRM or ERP. Does the app replace it?

No, the app works alongside them: it reads data from the ERP and sends orders into it. If you do not have a CRM, the app can serve as one.

Does the app work with our ERP?

The ERP integration is part of the setup. The app reads products, stock, prices and customer terms through the ERP's interface and sends orders into it, and if there is no interface, the data is read from files the ERP produces.

We use Business Central. Doesn't Microsoft's own agent already do this?

Microsoft's agent creates quotes for items that are already set up in Business Central, while this app is built for RFQs that need to be clarified with the customer and priced with suppliers.

Does the AI read all our email?

No. The app reads only the mailboxes you agree on, such as a shared quotes@ address, and it has no access to other mail, calendars or files. The language model gets the message text and the list lines only after names, contact details and prices have been hidden, and it runs in your company's own Microsoft environment in the EU. Microsoft does not use the data to train models, and prices and the calculation are computed in code.

What if the app reads a line wrong?

Every line that is read is checked against the original file. Lines that cannot be confirmed are shown to the salesperson to decide, and a person always sends the quote.

What happens if we stop?

Your administrator removes the app and its permissions, and since your data is in your own environment the whole time, you can save it before the app is removed.

Antte AlataloFounder, Thousandhouse

Book a demo

In a Teams meeting we show you the app and go through how RFQs move through your company.

Book a 20-minute demo

We also build custom CRMs and views, in Microsoft 365 or elsewhere. Custom apps