StudioProject example

Turn emailed parts requests into quote drafts your team can check.

A sales coordinator gets a clear starting point for a quote. Exact part numbers carry over. An unclear item stays open for a person to resolve.

Inside the workflow

Illustrative example · fictional data
Received email

Restock for Monday

From the purchasing desk

Hi Tess,

Could you quote the following for our next restock?

  • 8 of the L-240 latch
  • 12 of the BR-10 bracket
  • 6 of the short blue handles from last time

Thanks,
Sam

The email supplies two exact catalog IDs. The handle description could refer to more than one item.
Working draft

Parts quote worksheet

Try editing a quantity or the note below.

Requested quote line items
Requested itemCatalog IDQty
LatchL-240
BracketBR-10
Short blue handleNeeds ID
Edits stay on this page.

The first build

What we’d build
One email intake, one approved parts catalog, and a worksheet your sales coordinator can edit. Each matched row retains the original request text so the coordinator can check it.
Where a person steps in
A salesperson confirms missing IDs, checks current pricing and availability, and approves the final quote. Sending quotes and writing orders into your ERP are outside the first build.
How we’d test it
Use 10 past requests with answers supplied by your team. Every exact ID and quantity must match the answer key, and every ambiguous item must be flagged. Compare draft preparation time against the manual process on the same requests.

Is this your workflow?

A useful starting point
For a distributor or supplier handling repeated parts requests by email, with an approved catalog and a salesperson who already checks each quote. Compare the effort spent preparing drafts with the cost of a small build before committing.
What you provide
Authorized sample requests, a current catalog, examples of correct matches, common exceptions, and a named reviewer. The first scope specifies which inbox or input format is supported and how catalog changes are maintained.
What this page demonstrates
An editable illustration using fictional data. This page does not read your inbox, run a live matching model, check stock, or send a quote. Those capabilities would need to be scoped and tested in a customer project.