From request to approved quote

Monday, 8:12. Faxes, emails and lists are already waiting. Here’s what happens to each one.

1. Bring in the request

   Forward the email, upload the PDF, scan, photo or spreadsheet, paste the list, or take a photo on your phone. However it arrived, it’s in.

   Three POs in one file? You get three drafts.

   • A faxed purchase order

     Purchase order · Fax from 01632 960418 · 14/10 09:12

     1. 1GM-15EF90 x50
     2. 215mm copper 3m x20
     3. 3GM-22CT x10
     4. 4Rad 600x1000 K2 x4

   • A long bill of quantities

     Bill of quantities · Electrical installation · Page 1 of 9

     Item	Description	Qty	Unit
     1.01	20mm PVC conduit, white	240	m
     1.02	2.5mm² twin and earth, grey	1,200	m
     1.03	35mm 1-gang metal back box	85	nr
     1.04	600 × 600 LED panel, 40W	64	nr
     1.05	Emergency exit sign, maintained	18	nr
     1.06	6mm² 4-core SWA	140	m

   • Three POs in one PDF, drafted separately

     orders.pdf · 3 pages

     1. PO 2207

        20mm white conduit 3m x40

        35mm 1G back box x20

     2. PO 2208

        2.5mm T&E grey 100m drum x2

     3. PO 2209

        LED panel 600x600 40W x6

        SWA 4c 6mm 50 m

   • A cut list typed into an email

     • SHS 40x40x3 – 8 @ 1250
     • Flat bar 50x6 x12 lengths
     • UB 203x133x25 – 2 @ 4200
     • 3.1 certs please

2. QuoteKamili drafts it in seconds

   • Reads the request, faint scans and handwriting included, and links every value to where it came from.
   • Matches each line to your catalogue, including your customers’ own part numbers. Correct one once, and it sticks.
   • Prices it exactly from your own price lists, rate cards and fee rules. AI never sets a price. No price on file? You get one from your past quotes to check, or the line is marked TBC.
   • Flags anything unclear, with the reason, plus any fee the customer asked for that’s missing and any price that differs from their contract or your list.

   Purchase order · Fax from 01632 960418 · 14/10 09:12

   Deliver to site: Plot 4, Hartley Road

   1. 1GM-15EF90 x50
   2. 215mm copper 3m x20
   3. 3GM-22CT x10
   4. 4Rad 600x1000 K2 x4
   5. 5GM-PTFE x1 box

   G&M

   Drafted in seconds

   For Garside & Moult Heating Ltd

   Customer to confirmCheck

   • End-feed elbow 15 mmFrom the PO, line 1Customer’s part number GM-15EF90, matched£31.00
   • Copper tube 15 mm, 3 m length20 lengths × £14.80£296.00
   • Compression tee 22 mm10 × £3.95Customer’s part number GM-22CT, matched£39.50
   • Type 22 radiator 600 × 1000 mm4 × £96.00£384.00
   • PTFE tape 12 mm × 12 m“1 box”: 1 reel, or a box of 10?Check
   • + Delivery, zone 1£12.00

   2 to check, then sendTotal excl. VAT so far: £762.50

3. You approve it and send it

   Check the draft beside the request and fix anything flagged. Nothing goes to your customer or your ERP until someone on your team approves it. Then send a branded quote PDF from your own email, phone or WhatsApp, or export the order for your ERP.

   The quote link shows you when they open it. When they call back, find the quote by name, phone number, item or amount.

   Coldrick & Wardale Electrical Ltd

   Quote Q-1042Total excl. VAT £5,388.60

   Here’s your quote for PO 4471.

   Opened 09:14

   Import file for your ERP, ready