Emailed enquiries turned into draft quotes
For independent builders’, timber, plumbing and heating merchants. Every emailed list, photo of a handwritten list or bill of quantities is matched to your own products and that customer’s prices. Anything we can’t match is flagged, so your team checks and sends instead of typing it all in.
From £500 a month.Depends on your branches and orders.
Before we start, we agree by email what result would make it worth going ahead, and the monthly fee.
Start with 20 enquiries
Tell us a little about your branches and how enquiries come in. We’ll reply to agree the first 20 and the monthly price.
A photo of a handwritten list, turned into a quote
Say a builder emails a photo of a list from the back of a van: twenty lengths of 47 by 100 C24, fifteen bags of postcrete, two rolls of DPC, and “that green membrane”.
The first three lines are matched to your own product codes and priced at that builder’s terms. The membrane can’t be matched, so it’s flagged on the draft for your salesperson, who checks the quote and sends it.
How it works
Your customers carry on emailing you the way they do now.
Your sales inbox, or a shared quotes address, is watched for enquiries.
Each one is read: typed lists, photos of handwritten lists, PDFs and bills of quantities.
Every line is matched to your own product file and priced at that customer’s terms.
Lines it can’t match, or isn’t sure of, are flagged on the draft for your salesperson.
A draft quote comes back for one of your team to check and send. Then the same for emailed orders.
Your team checks and sends every quote
A person on your team checks and sends every quote and confirms every order. Nothing goes to a customer on its own.
Prices come only from your own price file and customer terms. Anything uncertain is flagged rather than guessed.
What we need from you
- 20 of last month’s emailed quote requests.
- Your price file and customer terms.
- An hour of your internal sales manager’s time.
Start with 20 enquiries
Send us 20 of last month’s emailed quote requests and your price file. We agree a date with you, and by then we send back the 20 draft quotes, so you can compare them with what your team sent.
For now, quotes come back as a file you can check. Connecting to your trading system comes next.
Pricing
Before we start, we agree by email what result would make it worth going ahead, and the monthly fee.
From £500 a month.
The price depends on how many branches you have and whether emailed orders are included as well as quotes. We confirm it with you before you send anything.
What we don’t do
We never send a quote or confirm an order. A person on your team does.
We don’t set prices. Your price file and customer terms decide every price.
We don’t promise stock. That stays with your salesperson.
We don’t replace your trading system, keep your price file up to date or work out rebates.
Questions about quotes from emailed enquiries
Who is it for?
Independent builders’, timber, plumbing and heating merchants whose internal sales team spends much of the day turning emailed lists into quotes and keying emailed orders.
Does it work with our trading system?
Not yet with any. For now, quotes come back as a file you can check. Connecting to your trading system comes next, and we’ll only name a system once we have connected to it.
What can it read?
Typed lists, photos of handwritten lists, PDFs, bills of quantities and emailed orders.
What happens to a line it can’t match?
It’s flagged on the draft for your salesperson. It’s never guessed, and never priced outside your own terms.
Does it check stock?
No. Stock stays with your salesperson.
What does it cost?
From £500 a month, depending on how many branches you have and whether orders are included. We agree it by email before we start.
Who sees our price file?
Your customer terms are some of your most private figures. Once it’s set up, it runs on your own server or in your own cloud account, in the UK, and your price file and customer data are kept there. For the first 20 enquiries you send them to us. Before you do, we agree in writing how we keep them, who can see them and when we delete them.