Automate Quote requests

Hi,

Potentially looking for someone to help me with the below if it can be done quicker / better than a newbie like me trying to do himself

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

Hey Mark,

I’ve read your request and looked over your questions and this is all possible. I would love to set up a phone call to speak with you about the process and how this would all work together to accomplish your end goal.

Schedule a free phone consultation via this link: www.wisedesign.co/schedule

To learn a little more about myself, please visit my website: www.wisedesign.co

If you’d like to connect with me on LinkedIn, please do so here: https://www.linkedin.com/in/eckline/

I look forward to hearing form you!

Best,

Eric

Hi Mark,
I can help.
You can reach me on Skype: live:austin_3383 or Email: austin@cisinlabs.com so that we can discuss this further.
Austin
+13475660942

Hi Mark,
This should be possible to implement and well within my area of expertise.
I would be happy to help you out on the same.
Feel free to reach out to me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew

Hi Mark,

Happy to help with this. You can reach me over email at: john.barrick.consulting@gmail.com

Thanks,
John