Create Quote for a Request for Quote (RFQ) from Outlook

This bot automates end to end Quote process for a Request for Quote (RFQ) from user and response back to user with detailed Quote.

Top Benefits

  • Supply Chain process automation without ERP support
  • Generate Quotation for the RFQ, through Outlook within seconds
  • Easy to use and integrate with new or existing tasks without any technical supervision


  • Reads Input File
  • Reads Outlook Mail
  • Create's Request for Quote Output

This bot is designed to work for any user by simply plugging this bot into an existing task or new task. The objective of this bot is to automate the process of creating a Quotation for a customer based on the Request for a Quotation (RFQ). Customer can send the RFQ in any form like Excel, PDF or Word. The bot will automatically create a Quote irrespective of the form of the input document.

The bot will download the attachments with subject line as "RFQ," process the attachments based on the file extension to create Quotation, Send an Email with the generated Quotation document to the sender. Bot can be executed from Control Room V11.1 with Bot Runner License. This bot is not going to work for different templates of "Request For Quotation." This bot will work only for Fixed template of Request for Quotation Document.

Key Use Case: Supply chain process automation for RFQ to Quote

Get Bot


Bot Security Program
Level 1
Business Process
Automation Type
Last Updated
November 9, 2020
First Published
September 26, 2018

See the Bot in Action

Input File
Reads mail from outlook
Generate output files
Input File
Reads mail from outlook
Generate output files

Setup Process


Download the Bot and follow the instructions to install it in your AAE Control Room.


Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)


That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Username
  • Send To