09:40 · monday · a request with three hundred line items
AI onlineAre your reps spending days retyping quote line items into spreadsheets?
Three hundred rows in an email.
The AI lays them out in minutes.
Requests and quotes arrive by email and as files. The AI extracts part numbers, quantities and prices into the deal structure, and your rep is left with the review.
3 days free on any plan. No card required.
09:40 · the morning inbox is already sorted
An attachment becomes a deal
in short: how this gets solved
Are your reps spending days retyping quote line items into spreadsheets? Here is how it gets solved.
Sales quote automation starts with the dullest job of all: moving line items from emails and attachments into spreadsheets. In Botseller an AI reads the document for you: it pulls part numbers, quantities and prices out of the attachment and lays them out as a structured deal in the CRM. Your rep reviews the result instead of retyping two hundred rows.
It runs on inbound B2B wholesale flow: a request or a supplier quote arrives by email, the AI reads the attachment and fills in the deal within minutes. Lines with no part number or an unreadable price are never invented, they are flagged for manual review, so no junk reaches your database.
From there the data lives in the CRM: you compare suppliers, build your reply and keep the whole request inside one deal. Setup runs without a developer, and the AI learns your file formats from examples. Available from the Business plan.
the same request in the CRM
Line items sit inside the deal structure
Part numbers, quantities and prices from the email became deal fields. The original file sits right next to them, so any figure can be checked against its source.
why this happens
Why quote line items are still retyped by hand
In B2B wholesale, requests never arrive in a convenient shape. One supplier sends a spreadsheet, the second a scan, the third types the items straight into the body of the email. But they all have to be compared in one format, so a rep opens every quote and retypes the rows into the company template: two hundred, three hundred lines per request. Owners describe it identically: retyping is slow, and the requests keep coming.
Reps call it monkey work, and they are right: a qualified buyer or seller spends hours copying cells. But there is nobody to hand it to. Macros break on the first non-standard file, spreadsheet templates cannot read scans, and hiring a dedicated data-entry clerk is expensive and does not solve the error problem anyway. A human retyping three hundred rows will make mistakes.
While the data is being entered, the deal stands still. A large request takes days to process, so the supplier selection cycle stretches out, and a buyer in a hurry goes to whoever quoted first. A typo in a price or a quantity surfaces later, in the invoice, but by then you fix it at your own cost: a discount, a top-up payment, or a damaged relationship.
this is already working elsewhere
A panel manufacturer handles B2B flow without manual busywork
An illustration of the scenario. Real numbers and details are in the case study.
Case Ecoplit: +20% →what changes
What changes when the AI takes over data entry
The request email arrives, and minutes later the CRM already holds a deal with the line items parsed. The rep spends their time on the questionable rows the AI flagged itself, not on moving every single one. A day of mechanical work compresses into a short review.
So response speed changes too: a supplier comparison or a customer quote is ready the same day, without anybody working late. The hours freed up go into what reps are actually paid for, negotiating and closing. And an owner finally sees the whole request flow inside the CRM, with statuses and amounts, instead of in personal files on employee laptops.
Data-entry mistakes stop costing money: every figure has a source, the original document is attached to the deal, and a dispute with a supplier is settled in a minute.
how much it costs
$359 /mo
The Business plan: An AI employee, email and file parsing into deal structure, a knowledge base, CRM and up to 3 channels. Pays for itself in weeks of rep time returned to selling.
No card required. All plans and the annual discount
what people ask before launching
Which formats can the AI parse?
Spreadsheets, text documents and line items typed straight into the body of an email. A non-standard format is learned from your own examples during setup: you show typical requests, and parsing is tuned to them.
What happens to line items the AI could not recognize?
It does not invent them: the row is flagged and sent to a rep for manual review. Only confirmed data reaches the deal, so junk never accumulates in your database.
We have our own part numbering, will the AI learn it?
Yes, your catalog is loaded into the knowledge base. The AI maps items from the email onto your own numbering and shows any mismatches as a list to choose from.
Do we have to change our email or CRM?
No. The mailbox connects to Botseller as a channel, parsed deals live in Botseller CRM, and if you need it, they sync with your current system.
where to next
story
A CRM that no one fills in by hand.
AI CRM
for your industry
similar situations
Working inside: AI CRM · Knowledge base
See also: Case: Metropolitan Estate
