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Flag Revised Quotes

Flag price or scope changes in supplier quotes on purchase requests

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Compare replacement quotes with approved requests
Reads
  • replacement quote email
    replacement quote email

    Your supplier's email provides the new quote and identifies the purchase request.

  • approved purchase request
    approved purchase request

    Your request holds the quote price and scope your manager approved.

Email tool
Email tool

Your email tool delivers supplier emails with replacement quotes and request references.

Email tool
Purchase request tool
Purchase request tool

Your purchase request tool holds approved quote terms and flags changed requests for another decision.

Does the email lack a usable purchase request reference?YesNo
Ask the buyer to identify the request
Writes
  • request identification question
    request identification question

    You get a question asking which purchase request matches the supplier's quote.

Does the email repeat a quote already reviewed?YesNo
Leave the purchase request unchanged
Is the quote unreadable or are its terms unclear?YesNo
Flag the request for manual quote review
Writes
  • manual quote review flag
    manual quote review flag

    Your request shows that a person needs to review unclear quote terms.

Do the revised terms match the approved quote?YesNo
Record the match with the approved terms
Writes
  • quote match note
    quote match note

    You get a note that the replacement quote matches the approved terms.

Add the quote changes and reapproval flag to the request
Writes
  • revised quote explanation
    revised quote explanation

    Your request shows how the new price or scope differs from the approved quote.

  • reapproval flag
    reapproval flag

    Your request shows that the changed quote needs another decision.

This Agent reads a supplier's replacement quote. It compares price and scope with the approved request. It flags changes there for another decision.

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Gmail
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Microsoft Outlook
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Made for your industry

Flag Revised Quotes is made for businesses in these industries.

Made for your role

Flag Revised Quotes is made for people in these roles.

Made for your department

Flag Revised Quotes is made for people in these departments.

How Flag Revised Quotes works

4 steps, in order, on every run.

  1. Read the Replacement QuoteRead the supplier email and its replacement quote. Find the request reference and revised terms.
  2. Find the Purchase RequestFind the approved request by its reference. Ask the buyer to identify it when the reference is missing.
  3. Compare the Quote TermsCompare the new price and scope with the approved terms. Flag unclear quotes for manual review.
  4. Flag Changes for ReviewWrite the revised quote details and differences on the request. Flag changes for another decision, or record a match.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Microsoft Outlook or Airtable.

7 tools
Set your rules
  • Specify the mailbox or label for replacement supplier quotes and require the request reference in the subject or message.
  • Choose the approved quote price and scope fields, the revised-quote explanation field, and the reapproval flag on purchase requests.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Flag Revised Quotes:

How does the Agent find the right purchase request?

You choose the mailbox or label and require a request reference in the email. The buyer identifies the request if the reference is missing.

Which quote terms does the Agent compare?

You choose where the request stores the approved price and scope. The Agent compares those terms with the supplier's replacement quote.

What happens when the replacement quote is unclear?

You see a manual review flag on the request when the quote cannot be read or its terms are unclear. The Agent does not claim a price difference.

What if the replacement quote matches the approved terms?

You get a recorded match when the revised price and scope agree with the approved terms. The request needs no change flag for that quote.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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