How broadn Automates Quoting from Inbound Emails

broadn turns unstructured RFQs (requests for quote) and sales orders received by email or contact form into clean, structured outputs: draft quotes sent to your CRM and orders sent to your ERP. It is built for U.S. manufacturers and sales teams that sell through email, and it connects to platforms you likely already run — Shopify, SAP, Microsoft, QuickBooks, and Salesforce. The core promise is that an AI agent reads the request, builds the quote, replies to the customer, and escalates to a human only when an edge case needs input.

The quoting workflow, step by step

1. Read the inbound request

The agent parses inbound product inquiries — including BOMs and custom RFQs — from email and contact forms. This is the "inbox chaos" step: instead of a rep manually reading a messy email, the agent extracts what the customer is asking for.

2. Build a draft quote with live pricing and product logic

Using instant quoting, broadn turns the RFQ into a draft quote based on live pricing and product logic. For complex orders, product configuration generates accurate quotes for bundles, so multi-item or configured requests don't require manual assembly.

3. Apply discount rules and approvals

Rule-based discounts apply your discount rules and approvals automatically. This means pricing policy is enforced by rules rather than by whoever happens to answer the email.

4. Keep margin visible

Margin control lets you quote with full margin visibility, so the draft quote isn't a black box — you can see the margin before it goes out.

5. Send the quote and follow up

The agent replies to customers and follows up automatically. Quotes are sent to your CRM, so the record lives where your sales team already works.

6. Escalate only when needed

The agent handles everything unless an edge case needs your input. You step in only when needed, rather than reviewing every quote.

7. Convert orders to ERP

When an order comes in, broadn parses POs, validates line items, and sends structured orders to your ERP system — error-free order entry to ERP with no manual copy-paste between inbox, CRM, and ERP.

What changes for your team

Who this fits

broadn is aimed at sales teams that sell through email and contact forms, particularly U.S. manufacturers dealing with BOMs and custom RFQs. If your quoting process currently depends on people reading inboxes and re-entering data into a CRM and ERP, that is the workflow broadn targets.

It also offers Agent Herbie, described as an AI agent for mission-critical applications that must run in secure or air-gapped environments — an offline agent. That matters if your quoting data cannot leave a restricted network.

What to verify before adopting

• Platform fit: Confirm your specific CRM and ERP are among the supported connections (Shopify, SAP, Microsoft, QuickBooks, Salesforce are listed) and how the integration is configured.
• Rule coverage: Map your actual discount and approval rules to what rule-based discounts can express, especially exception cases.
• Escalation behavior: Decide what counts as an "edge case" that should route to a human, and test those paths.
• Security requirements: If you operate in a secure or air-gapped environment, evaluate Agent Herbie specifically.
• Pricing and access: The available material does not state pricing or login terms — request a demo to get those details directly.

The fastest way to judge fit is to take a batch of real inbound RFQs, including a few messy ones, and see how the draft quotes and ERP-ready orders compare to what your team produces today.