Organize quotes and proposals mapping to purchase orders for procurementautomatically
Archive sales quotes and proposals with clear customer details, quote numbers, and revision tracking for procurement workflow management.
No credit card • Rename in under 3 minutes
sample.pdf
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Date
2024-10-10
Invoice #
123-4567890-123
Issuer
QuickBooks
Organize quotes and proposals for streamlined procurement and contract management.
- Connect sales proposal folders or CRM quote management systems.
- AI extracts customer details, quote numbers, revision dates, and approval status.
- Organize by customer and status for systematic procurement workflow tracking.
Proof: 2.1k quotes and proposals organized last quarter at 95.6% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
qb-invoice.pdf
2024-10-10_QuickBooks_Invoice_INV-123_AcmeCorp.pdf
Example naming rule
Rename to 2024-10-10_quickbooks_123-456789
Why teams adopt this workflow
Quote-to-PO tracking: Link quotes to resulting purchase orders for conversion tracking and pipeline management.
Revision management: Track quote revisions and amendments for contract compliance and version control.
Sales pipeline visibility: Organize by status and customer for sales pipeline management and forecasting.
How it works
Quotes and proposals auto-name to Customer_Q-Number_RevDate_Proposal.pdf with 95%+ accuracy, ready for procurement workflow.
- Connect sales proposal folders or CRM quote management systems.
- AI extracts customer details, quote numbers, revision dates, and approval status.
- Organize by customer and status for systematic procurement workflow tracking.
FAQ
Can I track quote revisions and amendments?
Processes revision histories and organizes by version for complete quote lifecycle tracking.
How do I link quotes to purchase orders?
Matches quote numbers and customers to resulting POs for conversion analysis.
Will it work with different CRM systems?
Integrates with major CRM platforms including Salesforce, HubSpot, and Pipedrive.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
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