Autoquote

Going one step further than Smart Quote, Rotabull’s Autoquote can send quotes based on your previous quotes or price lines, without any manual action from users. Autoquote is an easy way to speed up the early stages of a sale, and spend more time with prospects that engage and are interested in purchasing!

You can set limits around what types of parts should be Autoquoted through Rotabull.

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Admin-only feature

This rule can only be created by an admin.

You can add an autoquote rule for parts that have been quoted in the past or use your price lines. Price Line's allow you to provide pricing data for use with Autoquote.

Create Autoquote Rule

To get started with Autoquote, you'll need to first create an Autoquote rule in Rotabull's Automation settings. Only two autoquote rules can be set per Rotabull account- one for parts sales and one for repairs.

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Important:

The Rotabull user account you are logged in with when you create an Autoquote rule will also be the "from" email address on any quotes that are sent automatically by the rule. This can be changed in the rule settings.

QuickStart Guide

An Autoquote rule in Rotabull has a number of settings (documented below) and can be highly customized. If you'd like to try out autoquoting quickly, here's a simple set up that will allow you get to started in a couple of minutes:

• After creating your autoquote rule (parts sales or repairs), leave everything on the default settings. Note that "Select Parts to Autoquote" is set to "Price Lines", so we'll add some Price Lines next:

• Click the link next to the setting to edit your Price lines. Here you can add a part or capability that you'd like Rotabull to automatically quote for you. Click the "Add Part" button and then fill out the row with a part number, condition code and price:

• Switch back to the autoquote rule, refresh the page, and scroll down to the bottom of the "Review Rule" section. Here you can confirm that the autoquote rule will apply to the part you just added:

• Finally, scroll to the very bottom of the rule and click the green Save button. Once you click Save, the autoquote rule is live and Rotabull will automatically quote any RFQs you receive for the parts in your rule.

The above example uses Price lines to send out quotes automatically, but Rotabull can also autoquote based on the data from past quotes you have sent manually (see the Autoquote Rule Settings documentation below).

Autoquote Rule Settings

• Select Parts to Autoquote: You can choose to Autoquote based on past quotes sent, your price lines, or both. If you choose both, the option you set for #1 will take priority when that data is available for autoquoting.
  • Past Quotes: Rotabull will automatically prepare and send a quote using the price and other information from the most recent manual quote for the requested part number and condition. Attachments (documents) will be included. Autoquote considers past quotes sent through Rotabull, it does not take into account quote history that exists only on your ERP.
  • Price Lines: Rotabull will automatically prepare and send a quote using the price and other information defined in your Price Lines. Attachments (documents) will not be included.
• Set Autoquote User: Here you can select a user from your Rotabull account to associate with the rule. The quotes that Rotabull sends automatically will appear as if they were sent by the selected user. By default, any replies to the quote will be sent to this user's email address as well.
• Set different reply-to email: Set a different email address for replies to your autoquotes. This can be any email address.
• Autoquote historical days: Configure how far back in the past Rotabull will check for quote data to inform Autoquote (maximum 365 days, applies only when "Past Quotes" is selected above).
• Do not Autoquote $0: When enabled, only past data with prices other than $0 will be used to send an autoquote. This setting just ensures that if your account did have a past quote or price line with a price of $0, it will be ignored in the auto quoting process.
• Quote Quantity: The options here determine when Autoquotes will be sent based on your stock- you can choose to send Autoquotes only when you have sufficient stock for the request, or Autoquote regardless of current stock. You can also choose to Autoquote only the quantity you have in stock (even if it’s less than requested), or the maximum number of parts in stock.
• Quote Type Preference: This setting will determine what types of requests the Autoquote rule responds to. You can select Outright Sale, Exchange, or various combinations of both.
• Autofill advanced fields: When enabled, Rotabull will autofill all line item fields using the information you provided in the last quote for a part/repair including including notes and attachments, but excluding quantity. Quantity will be quoted based on the Quote Quantity setting above.
• Empty lead time display value: Set a display value that will be shown when the lead time for a part from past quote data is empty. This can be a default lead time or a message, etc.
• Set an Autoquote note: This (optional) note will be included at the top of all auto quotes that are sent.
• Do not quote: These two fields allow you to set some price limits on what will be Autoquoted. You can set an upper limit on total quote value and unit price.
• Exclude the following parts: Click this button to create an exclusion list for parts and services. The items you add here will not be included in the Autoquote process, even if they meet the rule parameters. Can be specified by condition.

Review Rule

In this panel (at the bottom of the rule settings page), Rotabull shows the past quote and/or price line data that will be used for Autoquotes based on the current settings for your Autoquote rule. Any changes to the settings above will be reflected in the data here. You can look through this data and search for part numbers to confirm that your rule is working as expected. You can also exclude a part or repair service by clicking “Exclude”, which will automatically add it to the exclusion list.

NOTE: There are some RFQs Rotabull won't automatically quote. Those include:

• SkySelect RFQs
• RFQs where one or more items can't be Autoquoted (e.g,. a line item is not in your Price Lines, or doesn't have a matching condition code); 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!