sales teams & procurement managers
Stop manually organizing quotes and proposals across multiple customers and revisions.
Archive sales quotes and proposals with clear customer details, quote numbers, and revision tracking for procurement workflow management.Quotes and proposals auto-name to Customer_Q-Number_RevDate_Proposal.pdf with 95%+ accuracy, ready for procurement workflow.
Works with Dropbox, Google Drive (coming soon). Originals stay in place — Safe-Rename keeps your existing folder structure.
sample.pdf
Processing…
Make this workflow boring instead of stressful
Stop manually organizing quotes and proposals across multiple customers and revisions.
Ensure quote numbers and revision dates are visible for procurement tracking. Maintain audit trails for quote-to-PO conversion and contract management.
The ideal state is simple: Quotes and proposals auto-name to Customer_Q-Number_RevDate_Proposal.pdf with 95%+ accuracy, ready for procurement workflow.
Renamed.to reads each document, pulls out the fields you care about, and applies your naming rules automatically so your team opens folders that are already grouped and ready for review instead of rebuilding them from scratch every period.
97%
Extraction accuracy
<3 min
First rename
Safe-Rename
Originals untouched
What your files look like before vs after
No more download.pdf. Every document follows a clear naming convention that matches how your team actually searches for files.
qb-invoice.pdf
2024-10-10_QuickBooks_Invoice_INV-123_AcmeCorp.pdf
Typical folder today
client-files/ misc/ qb-invoice.pdf document (2).pdf
After rolling out this workflow
client-files/ Ready/ 2024-10-10_QuickBooks_Invoice_INV-123_AcmeCorp.pdf
Sales procurement automation
Organize quotes and proposals for streamlined procurement and contract management.
- 1
Connect sales proposal folders or CRM quote management systems.
- 2
AI extracts customer details, quote numbers, revision dates, and approval status.
- 3
Organize by customer and status for systematic procurement workflow tracking.
2.1k quotes and proposals organized last quarter at 95.6% average confidence.
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.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.