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:
- 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:
- 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’
- 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?)
- 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.