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 (312) 555-0198 · 10/14 9:12 AM

     1. 1GM-12CC90 x50
     2. 21/2 L copper 10′ x20
     3. 3GM-BV12FS x6
     4. 416x25x1 MERV8 x24

   • A long bid list

     Bid list · Electrical · Page 1 of 9

     Item	Description	Qty	Unit
     1	3/4″ EMT conduit	2,400	ft
     2	12/2 NM-B cable	6,000	ft
     3	4″ square box, 1-1/2″ deep	85	ea
     4	2x2 LED flat panel, 40W	64	ea
     5	LED exit sign, battery backup	18	ea
     6	THHN #10, black	1,500	ft

   • Three POs in one PDF, drafted separately

     orders.pdf · 3 pages

     1. PO 2207

        3/4 EMT 10′ x40

        4″ sq box x20

     2. PO 2208

        12/2 NM-B 250′ coil x2

     3. PO 2209

        2x2 LED flat panel 40W x6

        THHN #10 blk 500 ft

   • A cut list typed into an email

     • HSS 1-1/2 x 1-1/2 x 1/8 – 8 @ 48″
     • Flat bar 2 x 1/4 x12 lengths
     • W8x18 – 2 @ 14′
     • MTRs 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 catalog, 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 TBD.
   • 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 (312) 555-0198 · 10/14 9:12 AM

   Ship to jobsite: 22 Oak Ave

   1. 1GM-12CC90 x50
   2. 21/2 L copper 10′ x20
   3. 3GM-BV12FS x6
   4. 416x25x1 MERV8 x24
   5. 5GM-TST x1 box

   GM

   Drafted in seconds

   For Garside Moult Plumbing Inc.

   Customer to confirmCheck

   • Copper elbow 90°, 1/2 in, C x CFrom the PO, line 1Customer’s part number GM-12CC90, matched$72.50
   • Copper pipe type L, 1/2 in, 10 ft stick20 sticks × $28.60$572.00
   • Ball valve 1/2 in, full port, sweat6 × $11.20Customer’s part number GM-BV12FS, matched$67.20
   • Pleated air filter 16 × 25 × 1 in, MERV 824 × $6.40$153.60
   • Thread seal tape 1/2 in“1 box”: 1 roll, or a box of 10?Check
   • + Delivery, zone 1$25.00

   2 to check, then sendSubtotal so far: $890.30

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 Electric Inc.

   Quote Q-1042Subtotal $1,772.70

   Here’s your quote for PO 4471.

   Opened 9:14 AM

   Import file for your ERP, ready