INCOMING CUSTOMER REQUESTRFQ – Mechanical Room Materials
- From
- Valley Mechanical Supply
- Requested
- Delivery next week
Please quote the attached material list and confirm availability for delivery next week.
QUOTE AGENT FOR WHOLESALE DISTRIBUTION
Turn emailed RFQs into transactions ready for review
Let customers continue sending material lists and RFQs in the formats they prefer while Dylog prepares a structured, review-ready transaction
Dylog reads supported email and attachments, extracts requested lines, matches them to catalog items, applies permitted pricing and availability context, and surfaces exceptions for review
Respond faster. Reduce manual order entry. Keep people in the loop.QUOTE AGENT
- Read
- Extract
- Match
- Price
- Quote
- Order
PREPARED TRANSACTIONQuote draft #RFQ-4821
REVIEW READYRequested lineQtyConfidence
2" lead-free ball valve12 EAExact match
1-1/2" copper elbow30 EAProbable match
Circulator pump, 115V2 EAReview required
- Customer pricing
- Applied when authorized
- Branch availability
- Connected source checked
- Exceptions
- 1 requires review
Your inbox is still one of your busiest sales channels
Every material list can send experienced employees across email, attachments, product systems, inventory, pricing, and quote-entry screens before the customer receives an answer.
One request becomes six disconnected tasks
Open email
Read attachments
Search products
Check price
Check inventory
Enter quote
- Repetitive data entry
- Product ambiguity
- Pricing lookup
- Missing quantities
- Manual ERP entry
One consolidated review workspace
CUSTOMER REQUESTEmail + attachments
DYLOG PREPARATIONExtract, match, apply context
SALES REVIEWFocus on exceptions
42Lines extracted35Matched5Review2Missing details
Automate preparation. Keep people responsible for decisions.
Follow one realistic RFQ through extraction, product matching, authorized commerce context, exception review, and an approved quote or order workflow.
Customer request
Receive
The original email, message, and supported attachments stay connected.
- Subject: RFQ – Mechanical Room Materials
- Customer: Valley Mechanical Supply
- Attachments: XLSX, PDF, and scan
RFQ – MECHANICAL ROOM MATERIALSReview workspace
Requested lineQty / UOMCatalog resultStatus
2" lead-free ball valve12 EALF-200-BVExact match
1-1/2" copper elbow30 EACU-ELB-150Probable match
Circulator pump, 115V2 EAModel detail neededReview required
Select a stage to follow the same request from the inbox to an approved commercial next step.
Inconsistent inputs become consistent, reviewable line items
Dylog can organize supported emails, spreadsheets, PDFs, scans, photos, screenshots, and written lists while making uncertainty explicit.
Email text6 ea Taco 007 or equal
Excel material list30 EA · CU elbow · 1-1/2 in
PDF RFQMechanical room materials
Scanned purchase orderPO #14726 · 8 lines
Mobile photo20 ft 2-inch copper tube
Screenshot12 pcs LF ball valve
Handwritten listPump 115V · qty 2
STRUCTURED OUTPUTNormalized request lines
Manufacturer / productSKUQtyStatus
Apollo · LF ball valveLF-200-BV12 EAExact match
Nibco · Copper elbowCU-ELB-15030 EAProbable
Taco · Circulator pump—2 EAClarify
Use current business context without replacing your source systems
When connected and authorized, Dylog prepares the work using distributor product and commerce context, then routes exceptions and approvals to the people responsible for the customer relationship.
INFORMATION SOURCES
Current distributor context
- Email inbox
- ERP
- PIM
- Product content
- Customer history
- Manufacturer documents
- Email and attachment extraction
- Product and customer-item matching
- Synonym and distributor-jargon understanding
- Pricing and availability lookup
- Exception detection
- Quote and order preparation
REVIEW AND OUTCOMES
Approved commercial next steps
- Sales review workspace
- Quote prepared
- Order draft created
- Clarification requested
- ERP workflow
HUMAN-IN-THE-LOOP CONTROLS
Your organization defines what happens next
Quote faster and process more orders
Reduce repetitive preparation work while improving the consistency, visibility, and control of email-originated transactions.
Reduce manual order entry
Turn email lines and attachments into a structured transaction workspace.
Respond to RFQs faster
Move incoming requests toward a review-ready quote without rekeying every line.
Improve product matching
Use catalog attributes, distributor terminology, and customer history.
Reduce avoidable errors
Surface quantity, packaging, matching, and information conflicts before submission.
Protect pricing and margin
Apply authorized account pricing, contracts, and approval requirements consistently.
Scale sales capacity
Let teams spend more time on exceptions, decisions, and customer relationships.
- Customer Email
- Products Matched
- Pricing Applied
- Sales Review
- Quote or Order
TRANSACTION SUMMARYQuote draft #RFQ-4821
- 24
- Lines processed
- 21
- Exact matches
- 3
- Lines reviewed
- Customer pricing applied when authorized
- Representative review complete
- Customer response ready
Turn your sales inbox into an intelligent order channel.
Let customers keep sending requests the way they prefer while Dylog prepares structured transactions for review.
See how Quote Agent would process a representative RFQ from your catalog
Use a representative request to review supported inputs, product matching, visible exceptions, and human approval.