Autoquoting
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.
Admin-only feature
This rule can only be created by an admin.
You can add an autoquote rule for parts with that have been quoted in the past or set a manual rule by adding price lines.
Basic Settings
-
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 the quantity you'd like to quote - Rotabull gives you several options.
Optional Settings
- 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
- SkySelect RFQs
- 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 5 months ago