Going even one step further than Smart Quote, automatic quoting (autoquoting) is an easy way to speed up the early stages of a sale, and spend more time with prospects that engage and come back with questions!
You can set limits around what types of parts should be autoquoted through Rotabull.
This rule can only be created by an admin.
You can add an autoquote rule for parts with ERP-linked stock or set a manual rule by adding parts and setting the price.
Price - Rotabull will look at the requested part and condition code and price it based on what you choose, your options are: last, highest, lowest, or average price from your 90 day quoting history (we look at both your Rotabull and ERP history and deduplicate the quotes).
Lead time - Lead time will be set to stock.
Advanced fields, notes, and attachments - When on, Rotabull will autofill all line item fields using the information you provided the last time you quoted the part in the matching condition code.
Set reply-to email - Rotabull will auto-fill this with the email address of the user you creating the rule, but feel free to enter any valid email.
- Set a maximum unit price: if Rotabull comes across parts that exceed the set value -- we'll leave it in your inbox and let you quote it yourself.
- Set a maximum quote value: if Rotabull calculates that the quote exceeds this value, we won't autoquote it.
There are some RFQs we won't automatically quote. Those include:
- Aeroxchange RFQs
- Repair RFQs
- RFQs for part numbers you have not quoted in the past 90 days (in an outright sale type, the requested condition, and in USD).
- RFQs where one or more items can't be autoquoted (e.g,. for a reason in this list); only RFQs where every line item can be autoquoted will be answered.
Rotabull will sync the quote to your ERP as long as there is a company match
Set a rule and let Rotabull do the work for you!
Updated about 1 month ago