Turn Outlook product inquiries into quote drafts and review-ready replies.

1. Lock the quote contract

The first pass defines the inquiry inbox, accepted product fields, required customer details, quotation template fields, missing-field rules, folder structure, duplicate key, draft reply template, and review states. That keeps the system useful even when the email is messy or incomplete.

2. Use one canonical inquiry shape

{
  "event_id": "quote_20260523_001",
  "mailbox": "sales@sample-company.test",
  "subject": "Quote request for industrial filters",
  "company": "Sample Manufacturing",
  "contact_name": "Jordan Lee",
  "contact_email": "buyer@example.com",
  "product_name": "Industrial filter cartridge",
  "quantity": 120,
  "delivery_date": "2026-06-14",
  "missing_fields": [],
  "quote_status": "ready_for_review"
}

3. Build the first paid slice

• Read one approved Outlook folder and create a quote record per inquiry.
• Extract product, quantity, contact, due date, and specification fields into a stable schema.
• Fill a Word or PDF quotation template using only accepted fields.
• Create an Outlook draft reply with the quotation attached and the source email linked.
• Route uncertain or missing fields to review instead of guessing.
• Write a run-log row for success, duplicate, missing-field, and failed states.

4. Acceptance checks

• The same inquiry updates the same quote record instead of creating duplicates.
• The quote template receives the correct product, quantity, contact, and delivery fields.
• Missing fields create a review item and do not produce a send-ready reply.
• The Outlook draft stays in Drafts until the buyer's team presses Send.
• The run log can be filtered by status, product, owner, and failure reason.

5. Buyer route

A narrow first milestone can be funded when the mailbox, quote template, review rules, and sample inquiry emails are clear. The first deliverable is the working path, quote record schema, run log, and handoff note.

• $95 workflow or report repair
• $500 workflow build or repair