Agencies run thousands of quote and service emails through shared inboxes, and none of it becomes structured work until someone re-types it.
We follow a real quotations inbox: a pricing request arrives with the scope buried in an attachment, a second distributor asks about the same project in completely different words, a revision lands mid-quote, and a delivery question arrives that is not a quote request at all. You will see what each one should become, what the evidence behind every extracted line looks like, and where a person stays in the loop.
For quoting, operations, customer service and agency leadership.
Agenda
- 1Why email volume is not the problem
- 2Why BOM extraction is not RFQ intake
- 3Live: one inbox, five different intents
- 4Live: two distributors, one project
- 5What a quote-ready handoff should contain

