B2B enquiry and RFQ automation for sales teams

B2B enquiries arrive as long emails and distributor messages, and the quote that goes out first usually wins. Coderva routes each request to the right salesperson, drafts a quotation from the request using your pricing rules for review, and tracks threads that have not been answered so no RFQ goes quiet. WhatsApp enquiries from distributors and buyers are routed the same way.

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What it does

  • Classify inbound RFQs, product enquiries, sample requests and after-sales requests by intent.
  • Draft a quotation reply from the customer's request with the ERA Smart Quotation setting, for approval.
  • Forward enquiries to account owners with the original message attached.
  • Send follow-up reminders and escalations when a thread has had no answer.
  • Handle distributor and buyer messages on WhatsApp with the WhatsApp Routing Agent.

How it works

  1. Connect your channels: WhatsApp Business numbers through the Meta WhatsApp Cloud API, and your shared mailbox through ERA.
  2. Describe in plain language the kinds of enquiry you receive and what should happen to each: reply, forward to a person, or both.
  3. Add your business information, and for knowledge-heavy answers attach a knowledge base, so the agent answers from facts you provide.
  4. Send test messages, set a fallback for anything that matches no route, then enable the workflow and review every message in the execution history.

Who it is for

Manufacturers, packaging companies, exporters, distributors, agencies and IT or professional-services firms that sell to other businesses and answer detailed requests.

Control and safety

You decide what is automated. Each route can reply, forward the enquiry to a person, or do both, the agent can only use the destinations you saved, and every message and action is kept in the execution history so your team can review it.

Frequently asked questions

Does it send quotations without approval?

Quotations are drafted for review. You decide whether replies are approved by a person before they are sent.

Can it read specifications from an email?

It reads the request text, applies your pricing rules and drafts a reply. Complex technical specifications are best forwarded to a person, and you can add that as a route.

Which channels does it work on?

WhatsApp through the Meta WhatsApp Cloud API on your WhatsApp Business numbers, and email through the ERA email routing workflow on your shared mailbox. They are separate workflows, each with its own setup and execution history, and you can run both.

Also known as

B2B Enquiry and RFQ Automation also covers what people search for as:

  • RFQ Automation
  • B2B Lead Response
  • Request for Quotation Software
  • B2B Enquiry Management
  • Quotation Request Handling

Related

Start email routing