> ## Documentation Index
> Fetch the complete documentation index at: https://docs.emanate.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quotes

> Turn an incoming RFQ into a structured quote, ready to push to your ERP

For a lot of industrial businesses, the inbox *is* the quoting pipeline: customers email a request for quote (RFQ),
often as a PDF, spreadsheet, or drawing, and someone has to read it, price it, and enter it into the ERP. Emanate
does the reading and drafting for you and pushes the result straight into the system that prices and fulfills it.

Find quotes on the **Quotes** tab in [Demand](/demand/overview).

## From RFQ to quote

<Steps>
  <Step title="An RFQ arrives">
    A customer emails a quote request: the part numbers, quantities, tolerances, delivery dates, and any attachments.
  </Step>

  <Step title="Emanate reads it">
    The agent reads the email and its attachments (including PDFs, spreadsheets, and engineering drawings) and pulls out the line items and requirements.
  </Step>

  <Step title="A quote is drafted">
    Emanate assembles a structured quote from what it found, and drafts a reply to the customer acknowledging the request.
  </Step>

  <Step title="You review it">
    The draft quote appears on the **Quotes** tab. Check the line items, adjust tolerances, lead time, or margin, and confirm.
  </Step>

  <Step title="It goes to your ERP">
    Submit the quote and Emanate enters it into your connected ERP, even portals that have no API, using a [Computer-Use workflow](/workflows/overview#computer-use-workflows) that drives the screen for you and records what it did.
  </Step>
</Steps>

## Quote with Ray

Anywhere you're building or refining a quote, **[Ray](/ray/overview)**, Emanate's AI assistant, is there to help. Ask it to pull
pricing, check a spec against your catalog, or draft the customer-facing note, right alongside the quote.

## Reviewing and tracking quotes

The **Quotes** tab is the home for every request that's come in:

* **Status at a glance:** pending, submitted, failed, or rejected for each quote.
* **Search** by part number, classification, or tolerance.
* **Volume and success metrics:** quotes by week and how many made it through cleanly.
* **Who submitted it:** each quote shows the team member who sent it.

### Editing after submission

Submitted quotes stay editable. Adjust a line item after the fact and Emanate captures the change as a **teach**
signal: it learns from your correction so future quotes on similar requests come out closer to right the first time.

### Retrying a stuck quote

If a submission fails or gets stuck on the way to the ERP, retry it from the UI. Built-in duplicate protection makes
sure an already-approved quote isn't accidentally submitted twice.

## Quotes and your accounts

Every submitted quote links back to the matching account automatically, matched by customer number and email domain,
so quoting activity shows up in that account's history. New customers who quote for the first time get an account
created for them, timestamped to when the quote came in. See [Accounts](/accounts/overview).

## Setting up quoting

Quoting runs through your ERP connection. Set that up once under [Integrations](/integrations/erp) (connect the
system and run a connection test) and the Quotes flow lights up.

## Next steps

<CardGroup cols={2}>
  <Card title="ERP Integration" icon="database" href="/integrations/erp">
    Connect the ERP that quotes flow into
  </Card>

  <Card title="Workflows" icon="workflow" href="/workflows/overview">
    How Computer-Use workflows enter quotes for you
  </Card>

  <Card title="Reading & Replying" icon="inbox" href="/demand/managing-email">
    Where RFQ emails land
  </Card>

  <Card title="Accounts" icon="building-2" href="/accounts/overview">
    Where quote activity is recorded
  </Card>
</CardGroup>