Promotional products · B2B sales
End-to-end quote workflow automation
Key results
- Quote intake turnaround4 hrs~50 minmedian request
Promotional products distributors handle high-volume quote requests by email — every order needs specs pulled from the message, logged in a tracker, and chased across suppliers. This use case automates that intake so the same team scales without outsourced handlers.
The problem
Each quote started in the inbox: read the email, copy line items into Excel, email suppliers for logo files and pricing, then follow up when someone went quiet. At peak season the backlog forced hourly contract help while the business prepared for acquisition.
Errors were common — wrong colorway, missed rush flag, duplicate supplier threads. There was no single workflow enforced on every request; experienced coordinators carried the process in their heads.
What Qurio does
Qurio watches the quote inbox, extracts product, quantity, decoration, and deadline fields, updates the master tracking sheet, and drafts supplier outreach with the right attachments referenced from Drive.
Follow-up rules run on business days: remind internal owners when a supplier hasn't replied, nudge the customer when specs are incomplete, and surface exceptions for a human before anything sends.
The outcome
Quote intake runs the same way on request one and request five hundred. Coordinators review drafts and exceptions instead of rebuilding every thread from scratch.
Outsourced overflow drops; accuracy improves because the sheet and inbox stay in sync. Leadership can see volume and turnaround as operational metrics, not inbox anxiety.
Integrations
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