Automate Quote requests

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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


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.


4 Replies 4

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:

To learn a little more about myself, please visit my website:

If you’d like to connect with me on LinkedIn, please do so here:

I look forward to hearing form you!



Hi Mark,
I can help.
You can reach me on Skype: live:austin_3383 or Email: so that we can discuss this further.

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
Best Wishes,

Hi Mark,

Happy to help with this. You can reach me over email at: