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Hi,


I work as a logistics broker & need to provide quotes to my clients.

To obtain the base costs for these quotes I need to contact my network of transport providers to get their best prices (which I then mark up)


I can see I can use Airtable for keeping. a list of my:



  • Clients

  • Quote request

  • Transport providers


And then link the sheets up like the CRM type examples.


But can I take the data from the quote requests sheet to:



  1. Use some of the information to populate an email template to send to multiple vendors who fit the right criteria i.e. Quote is for importing from China, I only want to send to transport providers who are tagged ‘China’

  2. collect any replies back into Airtable quotes sheet to evaluate/calculate best price (I’m thinking a form is sent to the providers & they have to enter a total in the form when they reply - or could they enter direct into Airtable?)

  3. Use this information to produce a quote document (PDF) for my clients which is sent through Airtable


Sorry if that’s a bit waffly/vague but wanted to start somewhere.


Thanks

Mark


Not vague at all Mark. I see this request all the time.


Unfortunately, Airtable has some external reporting challenges and without an internal scripting model, it’s difficult to assemble a precise PDF report that can be sent, copied, managed, and stored.


I build systems that meet these requirements. If you have budget, give me a shout - bill.french@gmail.com and I’ll share a recent project so you can see. You can also see an example here.

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