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Link Supplier Quotes

Link emailed repeat quotes to purchase requests in a shared register

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Link a repeat quote to its purchase request
Reads
  • Supplier quote email
  • Original purchase request
Email inbox
Purchase request tool
Is the quote link, request number, or supplier missing?YesNo
Hold the email for the sourcing coordinator
Is there no unique request match or does the supplier differ?YesNo
Leave the email unlinked and record the mismatch
Writes
  • Request mismatch
Create a quote register entry with both links
Writes
  • Quote register entry
    Quote register entry

    Your sourcing team can open the repeat quote and original request from one entry.

Quote register

This Agent starts when a supplier emails a repeat quote link and request number. It checks the supplier against the existing request. It puts both links in your shared quote register.

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Gmail
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Microsoft Outlook
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Airtable
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monday.com
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Zoom
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Zoho Mail
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NetSuite
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Kintone
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Made for your industry

Link Supplier Quotes is made for businesses in these industries.

Made for your role

Link Supplier Quotes is made for people in these roles.

Made for your department

Link Supplier Quotes is made for people in these departments.

How Link Supplier Quotes works

4 steps, in order, on every run.

  1. Read the supplier emailPull the quote link and request number from the new email. Hold the email for your sourcing coordinator if key details are missing.
  2. Find the original requestSearch for the earlier purchase request by number. Read its supplier and direct link.
  3. Match the supplierRequire one matching request and the same supplier. Leave mismatches unlinked for your sourcing coordinator to review.
  4. Add both links to the registerCreate a shared entry with the quote and request links. Include the request number so your sourcing team can find the pair.

How to Get Started

Connect your tools

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

8 tools
Set your rules
  • Use a supplier quote inbox or label where each repeat quote email includes a hosted quote URL and original purchase request number.
  • Connect the purchase request search and the shared quote register, and name the sourcing coordinator for unmatched emails.
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 Link Supplier Quotes:

What do I need to set up?

Choose the supplier quote inbox or label. Connect your request search and shared register. Ask suppliers to include a hosted quote link and original request number.

What happens when a quote does not match a request?

Your sourcing coordinator reviews emails with missing details or no clear request match. The Agent leaves mismatches unlinked and records the reason.

What does the purchase request need to contain?

Your purchase request tool needs to provide the supplier and a direct link. Your shared register needs room for both links.

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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