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NewWon quotes post to QuickBooks Onlineon the Shop plan
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Four ways in. One queue.

However a buyer sends an RFQ, it becomes a worksheet with its drawings attached, waiting in the same queue as everything else.

Start freeQuote your first RFQ with us
  1. Forwarded emailShop
  2. Your request form
  3. On your website
  4. Uploaded by you
The Quotes queue, with columns Parts, Received, Customer and Count.

    Forward the buyer’s email.

    Shop plan

    The buyer
    Nothing changes. They email you the way they always have.
    What lands
    A worksheet with the email’s text and its attachments, in your queue within a few minutes.
    Limits
    15 attachments and 24 MB per email.

    Set it up

    1. Copy your shop’s intake address from Settings, Intake.
    2. Forward one RFQ to it and watch the worksheet appear.
    3. Add a Gmail filter or an Outlook rule that forwards RFQs. Gmail’s confirmation shows up in QuoteSooner with a Confirm in Gmail button.
    How to forward RFQs: forward one email, then Gmail filter steps and Outlook rule steps that send RFQs to your intake address.

    A request form on your website.

    The buyer
    Fills in their name, company, email, what needs quoting and the date they need it by, and attaches drawings. They see your shop’s name, never a price, and get a reference.
    What lands
    The same worksheet a forwarded email makes.
    Limits
    PDF, images, STEP, IGES, STL, SolidWorks, ZIP or Excel; up to 15 files and 24 MB.
    Spam
    A hidden trap field, a minimum time to fill in, and a limit per network each hour.

    Set it up

    1. Turn on “Take requests through the form” in Settings, Intake.
    2. Copy the link for your site’s Request a quote button or your email signature.
    3. Or copy the code and paste it into any page on your site. No account or plugin needed.
    The request form a buyer sees: Maddox Precision Machining, Request a quote, with name, company, email, phone, what to quote, quote needed by, and drawings and models.
    Website request form settings: take requests through the form, the link app.quotesooner.com/r/maddox with Copy link, and the embed code with Copy code.

    Drop the files in.

    You
    Drag the drawings, models, a ZIP or a parts list into New quote, or straight onto the queue.
    What lands
    One request with every file attached, read together.
    Limits
    Up to 15 files, 1,000 MB a file and 2,000 MB a request.

    Or start without files

    1. Find or create the customer and open an empty quote for them.
    2. Or add a part by hand and attach drawings later.
    New quote: drop drawings and models here, find or create a customer, add part manually, import customer instructions, and the Don’t process with AI option.

    Paste the text.

    You
    Paste the buyer’s message: quantities, material and any special requirements. Files are optional.
    What lands
    A worksheet read from the text, ready for drawings when they come.

    When it helps

    1. A request that came by phone or text message.
    2. An email you’d rather not forward.
    Customer instructions: paste the customer’s email, including quantities and any special requirements, then Import instructions.

    What every request goes through.

    Whichever way it came, before anyone prices it.

    ZIP files open
    Up to 50 files and 100 MB inside, so a buyer’s package arrives as its parts.
    Parts lists are read
    An Excel or CSV list is read line by line, up to 100 lines.
    Every file is scanned
    For malware, before anyone opens it. An infected file is quarantined.
    Mail that isn’t an RFQ is set aside
    Spam is dropped, and a newsletter becomes a row marked “This doesn’t look like an RFQ.” A known customer is never set aside.
    The same email twice is filed once
    A second copy of a forwarded email doesn’t make a second request.
    Repeat parts open with their history
    The same customer, part number and revision opens with what you charged last time. A changed file on the same revision is called out.
    Export-controlled requests are held
    A request marked ITAR, EAR, USML or 22 CFR is held before the AI or a preview touches it, and the buyer isn’t acknowledged. Only the owner can release or delete it.
    AI can stay out of it
    Turn AI off for one request or for every request from a customer, and nothing in it goes to a model.

    Questions about intake.

    Inboxes, buyers, plans. AI and customer data

    Does QuoteSooner read my inbox?

    No. You forward the RFQs you choose, or set a rule that does. Connecting Gmail or Outlook on Shop only asks to send quotes from your address.

    Do my buyers have to do anything differently?

    No. They keep emailing you. The request form is there for buyers who find you on your website.

    Do requests from the form count toward Free’s 5?

    Yes. Every production request counts, however it arrives. Over 5 in a month, requests still arrive and are kept.

    Which plan has the forwarding address?

    Shop. On Free, drop the files in, paste the text, or take requests through the form.

    Quote the next RFQ in your inbox.

    Start on the sample request. No card, no customer drawings needed.

    Start freeQuote your first RFQ with us