Title: Baucore Inbox: AI Email-to-Quote Automation | Baucore URL: https://www.baucore.app/agents/baucore-inbox Locale: en Feature # Baucore Inbox From inbox to quote-ready, with the evidence behind every line. Baucore Inbox reads incoming project emails and their attachments, matches them to the right Account, Contact, and Project, follows the thread as it evolves, matches each line to your Salesforce products, and stages a fully sourced quote, so no rep re-types it into Salesforce. [Calculate your savings](#inbox-savings-calculator) ![Baucore Inbox turns a messy inbox into a quote-ready record: Quote Intake line items and matched project participants](/images/baucore-inbox-og-image.webp) ## Before Baucore Inbox Turn email into work. An RFQ arrives with a scope buried in an attached PDF, and a rep re-types the project, the contact, and every line item by hand. A rep re-types the project, the contact, and every line item by hand Three replies later, the price has changed twice Two half-duplicate project records exist for the same opportunity Nobody can say which page the disputed number came from Three replies later, the price has changed twice, there are two half-duplicate project records, and nobody can say which page the disputed number came from. ## WITH BAUCORE INBOX Baucore Inbox reads the email and its attachments, creates or updates the right Account, Contact, and Project, keeps every reply on the same project and the same quote instead of forking a new record, and stages a quote where every line item is matched to a product in your Salesforce price book and linked to the page and screenshot it came from. Email flows into Extraction, which also reads drawing title blocks for any attached drawing, then Match & Create, producing Quote Intake with a future branch for More Flows Coming. Baucore Inbox Process ## From email to matched records and, today, a staged quote. An email arrives, attachments and linked files included. Baucore Inbox extracts what's in it, matches the account, contact, and project against existing records, updating them or creating new ones, and reads intent. A quote request is staged as a Quote Intake, with each line matched to a Salesforce product and backed by page-level evidence today; more intents are on the roadmap. RFQ.pdf Email ExtractionText, attachments, BOMs & linked files Reads Drawing Title Blocks Drawing sheets open with no extra step for the rep Architect Engineer Legal Project Name Match & Create Account Contact Project Matched against existing records, or created Quote intent? Quote IntakeEvidence-linked More Flows ComingProject management, customer service, shipping notifications, and order updates are next on the roadmap RFQ.pdf Email ExtractionText, attachments, BOMs & linked files Reads Drawing Title Blocks Drawing sheets open with no extra step for the rep Architect Engineer Legal Project Name Match & Create Account Contact Project Matched against existing records, or created Quote intent? Quote IntakeEvidence-linked More Flows ComingProject management, customer service, shipping notifications, and order updates are next on the roadmap Every matching rule and intent workflow runs natively in Salesforce, so your admin team can configure or extend it without waiting on a product release. ## What Baucore Inbox Does ### Two Inbound Channels A dedicated Inbox email address or the Outlook add-in. Mail arrives from wherever your team already works. ### Reads the Message and Every Attachment Extraction runs on the email and every attached spec sheet, takeoff, bill of materials (BOM), or PDF, because in building materials the scope usually sits in the attachment. Files shared by link on Dropbox, OneDrive, and similar providers are pulled in the same way. ### Opens Drawings Automatically Attached drawing sheets open automatically, and Baucore Inbox reads the title block for the architect, engineer, other key contacts, and the legal project name, so it captures participants even when a drawing set is the only file attached. ### Auto-Match or Create, Across Four Object Types Matches or creates Account, Contact, Lead, and Project records, including every stakeholder on the distribution list and the sender. One forwarded email can resolve six companies and contacts, with roles inferred: project manager, architect, specialist engineer, engineer, owner. ### Thread-Aware Updates One project, one record, however many replies it takes. Built on the Inquiry object, Baucore Inbox recognizes a new message on a thread it has already seen and updates the existing project and quote instead of creating a duplicate. ### Intent-to-Flow Automation RFQ, order update, or shipping notification: Inbox reads the intent and routes the message to the matching flow. ### Matches Quote Lines to Your Salesforce Products Pick a price book and Baucore Inbox matches each extracted line to an existing Salesforce product record with one click on "Match All Products". Every match carries a confidence score, with the source file and page beside it. Review, swap, or remove a match before anything becomes a quote. ### Evidence Capture Every line in the Quote Intake is traceable to the exact file and page it came from, with a screenshot attached. When two documents cover the same scope, Baucore Inbox cross-references them and explains its reasoning in plain language, for example "these two documents agree, here's the page, and here's what I couldn't find." ## Incoming mail covers more than new RFQs A fresh quote request. A revision to one already in flight. The same project, asked by a second distributor. "Where is my order?" A damage report. They land in the same inbox, and each is different work. Baucore Inbox reads the intent of each message and hands it to the workflow mapped to it. The intents are yours to define and the flows are yours to build. Both live in Salesforce, where your admin changes them without waiting on a product release. It reads the message, its attachments, and the files shared by link on Dropbox, OneDrive or Google Drive, downloaded automatically. It proposes the intent, the project, the participants and the extracted scope, each traceable to the page it came from. You decide. The mapped workflow starts when you start it. ## One project, many requesters On a live project the same scope comes back more than once. A second distributor bids the job. A contractor asks for pricing against the same fixture schedule. If each email stands alone, you get separate projects, separate quotes, and separate versions of the truth. AI Project Match compares each incoming request against the projects you already have and ranks the candidates by fit, showing what the score is based on. Once someone confirms the match, the request joins the project it belongs to as its own inquiry. One project record, however many people ask about it. ## HOW IT WORKS 1 Email arrives through a dedicated Inbox address or the Outlook add-in, attachments included. 2 AI reads and matches: it extracts sender, participants, project, and intent from the message and its attachments, then matches them against existing records or creates new ones. 3 Record created, or updated on a reply: a new thread creates a new Project; a reply on a known thread updates the same Project and the same Quote Intake instead of duplicating it. 4 Quote staged, with evidence: every extracted line item cites its source file and page with a captured screenshot, and Inbox matches it to a product in your Salesforce price book, ready for review. ## Watch the recording [View all events](/events) [ ![Your Inbox Is Running Your Agency](/images/events/your-inbox-is-running-your-agency.webp) Webinar US ## Your Inbox Is Running Your Agency How lighting agencies turn incoming emails and attachments into organized, quote-ready and customer-service work without adding administrative headcount at the same rate. Oct 8, 2026 · 6:00 PM UTC · Past ](/events/your-inbox-is-running-your-agency) Live demo flow ## Five messy emails. One quote-ready project. Watch Baucore Inbox read a shared quotes inbox, resolve every email to the right project, and stage the quote for human review. Shared inbox · quotes@agency - Lighting RFQ – Hound & Whisker TITony Ramirez - FW: Hound and Whisker Veterinary ClinicMegan Dowd - Hound & Whisker Vet – Gold River – bid 10/22Rick Salinas - RE: Lighting takeoff – H&WTony Ramirez - Fwd: please add me to this projectDana Whitfield Baucore Inbox Baucore project recordHuman in the loop 1. 2. 3. 4. 5. Inbox chaos · Five emails, five different subject lines, one project. ![Baucore Inbox Participant Management matching electrical contractors, engineer, general contractor, interior designer and tenant, with their contacts, from one project email thread](/images/baucore-inbox-participants-webinar.webp) One forwarded email thread, every company and contact matched or created: electrical contractors, engineer, general contractor, interior designer, and tenant, each identified and linked to the project. Extraction with evidence ## A real Quote Intake ![Baucore Inbox Quote Intake line items with a source file per line, plus Warnings and Correlation Notes explaining quantity changes from a later email](/images/baucore-inbox-quote-intake-notes-webinar.webp) This is a real Quote Intake, mid-thread. A reply changed quantities and added line items. Baucore Inbox updated the intake, kept the prior extraction under Historical Data, and explained what changed and why. ![Baucore Inbox Quote Intake with a price book selector, Match All Products button, and five quote lines each matched to a Salesforce product with a 75% or 99% confidence score](/images/baucore-inbox-product-matching.webp) Product matching is optional. Pick a price book and Baucore Inbox matches every extracted line to an existing Salesforce product, with a confidence score per line and the source file and page beside it. Review or swap any match before the quote is created. Without a price book, the Quote Intake works as in the first view. Built natively on the platform you already trust [![Salesforce Partner](/images/Salesforce_Partner_Badge_RGB.png)](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMawdUAD) [ Latest from the blog ### From Email to Quote-Ready Without a Rep Touching Salesforce How Baucore Inbox turns an inbound RFQ into a sourced, evidence-backed quote. Read the article ](/blog/email-to-quote-ready-without-a-rep) ROI calculator ## What is your agency’s inbox really costing you? Every RFQ, spec sheet and lighting schedule that lands in your inbox is typed, filed, researched and chased by hand. Enter your volumes and your team’s burdened rates to see what Baucore Inbox gives back. Estimated annual savings $147,262 2,260 hours back to your team every year 2,260 hours returned / year 1.3 FTE equivalent 57% of inbox-to-quote workload removed +134% more inquiries handled, same team How much of the modeled time do you expect to realize? Adoption, exceptions and review time. Lower is more conservative. **75%** realized Estimates only. Based on the volumes, task times and rates you enter plus typical benchmarks for lighting rep agencies. Actual results vary. ### 1\. Your agency Start from a typical profile, then tune every number to match reality. Project-related emails / month RFQs, spec updates, addenda, submittals, replies New projects / leads per month Distinct jobs entering your pipeline RFQs / BOMs received per month Requests that need a takeoff or schedule review Avg line items per RFQ / BOM Fixtures, drivers, controls, accessories Quotes issued per month Include revisions and re-quotes Documents per project Plans, specs, schedules, addenda, cut sheets Participants per project Architect, engineer, GC, EC, distributor, owner ### 2\. Your team & fully burdened rates Headcount and hourly cost per role (salary + benefits + overhead). Set headcount to 0 for roles you don’t have — time is re-allocated to the roles that remain. Role Headcount Burdened $/hr Principal / OwnerReviews big bids, relationships, approvals VP Sales / Sales ManagerPipeline, forecasting, rep coaching Operations LeaderProcess, systems, order flow Quotations ManagerOwns quote queue and turnaround Quoter / EstimatorTakeoffs, pricing, quote build Inside Sales / ApplicationsInbound requests, product support A&D Rep (Specifier)Architects, designers, engineers Contractor / Distributor RepElectrical contractors, distributors Controls Technician / SpecialistControls scope, schedules, startup Sales Admin / CoordinatorFiling, order entry, follow-up ### 3\. What Baucore Inbox automates Eleven manual steps between “email arrives” and “quote goes out”. Adjust minutes per task to match how your team works, or switch a step off. **Core** steps run on Baucore Inbox’s email capture, AI extraction, project matching and Inquiry-to-Quote today. **Extended** steps cover attachment-level work (filing documents, schedule snapshots, line items, web research).Include extended Include Task Units / mo Manual min With Baucore min Hrs saved / yr $ saved / yr Inbox triage & intent sorting CoreRead, classify (RFQ, addendum, info request, meeting) and route each email 1,200 378 $25,893 Project & lead intake CoreCreate the project record: name, address, bid date, scope, source 120 144 $9,007 Name & participant extraction CorePull architect, engineer, GC, EC, distributor and contacts; assign roles 720 146 $8,034 Project match & duplicate check CoreIs this a new job or another email on a known one? Link, don't duplicate 120 63 $3,736 Acknowledgements & clarifying replies CoreConfirm receipt, ask for missing plans/schedules, set expectations 90 34 $1,934 Next-step planning & task creation CoreDecide who does what by when: follow-ups, tasks, flows launched from intent 120 90 $8,195 Quote assembly (Inquiry-to-Quote) CoreBuild the quote from captured scope: cross-reference, price, format, send 140 357 $22,848 Download, name & file documents ExtendedSave plans, specs, addenda to the right place with a consistent name 960 202 $10,765 Create project file folders ExtendedStandard folder structure per job so nothing is lost at handoff 120 50 $2,454 Capture lighting schedule snapshots ExtendedFind the fixture/controls schedule in the plan set and clip it for takeoff 90 95 $6,228 Line-item & quantity entry ExtendedKey fixture types, quantities and accessories from schedules and BOMs 5,400 486 $30,229 Project web research ExtendedOwner, GC, bid date, spec status, competing lines, who's involved 120 216 $17,939 Advanced: realization & investment Productive hours per FTE / year Used for FTE-equivalent Baucore platform licence ($/yr) Optional. Add if comparing the full Baucore subscription ### Where the time comes back Annual hours saved by task Inbox triage & intent sorting 378 h Project & lead intake 144 h Name & participant extraction 146 h Project match & duplicate check 63 h Acknowledgements & clarifying replies 34 h Next-step planning & task creation 90 h Quote assembly (Inquiry-to-Quote) 357 h Download, name & file documents 202 h Create project file folders 50 h Capture lighting schedule snapshots 95 h Line-item & quantity entry 486 h Project web research 216 h ### Who gets their week back Annual savings by role, and hours returned per person each week Role Hrs saved / yr Hrs / person / wk $ saved / yr Principal / Owner 76 0.8 $11,340 VP Sales / Sales Manager 54 1.1 $6,750 Operations Leader 23 0.5 $2,223 Quotations Manager 337 7.0 $26,972 Quoter / Estimator 676 4.7 $39,222 Inside Sales / Applications 479 5.0 $24,887 A&D Rep (Specifier) 126 0.9 $10,687 Contractor / Distributor Rep 42 0.3 $3,173 Controls Technician / Specialist 148 3.1 $10,632 Sales Admin / Coordinator 299 6.2 $11,376 Total 2,260 $147,262 ### Return on investment Baucore Inbox credits sized to 1,200 emails/month at 50 credits per email (60,000 credits/month). $17,250 annual investment (Inbox credits) $130,012 net annual benefit 754% return on investment 1.4 mo payback period Lowest-cost plan: Tier 2 plus 3 top-up packs per year (top-ups never expire). Prices exclude VAT. ### Optional upside: faster quotes win more Not included in the headline number. Replying and quoting faster typically lifts win rate. Average quote value ($) Win-rate lift (points) e.g. 22% to 23% = 1.0 Agency commission rate (%) +17 additional wins / year $21,000 additional commission / year ## The Benefits Faster response times without changing email habits Less manual data entry and copy-paste work Consistent handling of inbound requests across the whole thread Every quote line traceable to its source page instead of a rep's memory Reps keep working in email. Baucore Inbox does the data entry. ## Who This Is For Building product manufacturers Lighting, HVAC, electrical, and architectural product rep agencies Teams handling high volumes of project-related email communication across long and complex sales cycles ## Frequently Asked Questions