Create Quote for an RFQ from Outlook

This bot automates end to end Quotation process solution for a Request for Quote(RFQ) from user to respond with detailed Quote back to the user.

Top Benefits

  • Improve sales team productivity by up to 60%.
  • Fast, efficient and work seamlessly
  • Reduce Costs for Company

Tasks

  • 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 in existing 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, Word. The proposed Bot should automatically create a Quote irrespective of the form of the input document.

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 will work only for Fixed template of Request For Quotation Document.

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

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
121
Vendor
Automation Type
Bot
Last Updated
February 11, 2020
First Published
September 26, 2018
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

See the Bot in Action

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

Setup Process

Install

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

Configure

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

Run

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

Requirements and Inputs

  • Username
  • Send To