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Quoting

Quoting

Receive RFQ emails, match parts against your catalog, validate pricing, and send professional quotes automatically.

Setup

Getting started with Quoting.

0

Import your parts catalog, pricing rules, and customer list. Configure customer-specific pricing tiers and volume discounts.

How it works

From trigger to outcome.

1

Receive RFQ email referencing catalog part numbers or product descriptions

2

AI matches requested parts against your catalog, validates quantities and current pricing for that customer

3

If more info is needed, the system sends back an email asking for the specific missing details

4

Generate quote PDF with matched line items and send to customer via email

5

Track quote through viewed, accepted, or expired — auto-follow-up on open quotes

Ready to automate your office?

Discover how Arzana can put time back in your hands for what matters most.