Step 01
Capture
Pull quote requests from email inboxes and attached PDFs/spreadsheets into one queue.
HVAC + Electrical Distributors
AI quote desk for distributor sales teams.
Relay helps reps handle inbound quote requests faster by turning email and document requests into clean, review-ready quote drafts. For now, we are focused only on HVAC and electrical distribution workflows.
Rep-in-the-loop
Quote backlog reduction
Narrow pilot scope
Operator Snapshot
New Request
Subject: "Need 25 rooftop units + line sets"
Source: inbox@quotes... · attachment: RFQ_1042.pdf
AI Extraction
Detected 8 line items · 2 low-confidence lines
Rooftop unit 5T, line set 3/8 x 3/4, thermostat model...
Draft Ready
Rep review required before send/export
Assigned to: Inside Sales · Priority: Same-day quote
How It Works
Structured quote workflow, not a generic chatbot
Relay is built around the quote desk process used by HVAC and electrical distributors: intake, extraction, matching, and rep-approved draft output.
Step 02
Extract
Read line items, quantities, and product descriptions from messy customer formats.
Step 03
Match
Map requested items to your catalog and flag alternatives when exact matches are unclear.
Step 04
Draft
Generate a rep-ready quote draft with a review gate before sending or ERP entry.
Workflow Diagram
A visual map of the quote pipeline
The diagram below shows the operational flow and the corresponding operator UI states your team uses.
Input
Email, PDF, spreadsheet, call notes
→
Parse
Extract line items and quantities with confidence tags
→
Match
Map to catalog SKUs and alternatives
→
Rep Review
Edit, approve, and send draft quote
UI: Request Queue
Riverside Mechanical - RFQ_7811.pdf
8 lines detected · 1 unresolved part description
AC Supply Group - summer bid package.xlsx
23 lines detected · due today 4:00 PM
UI: Draft Quote Editor
| Requested | Matched SKU | Status |
|---|---|---|
| 5T rooftop unit | RTU-5T-HVAC-241 | Matched |
| 1/2 in EMT 10ft | EMT-050-10 | Matched |
| Controller panel | Needs rep selection | Review |
Rep can edit any line before send or ERP entry.
Product Modules
What is in scope today
Current focus is one quote workflow per partner team with clear boundaries and rep controls.
Request Inbox
One queue for quote requests across email and uploaded documents.
- Tag by customer and urgency
- Thread context for reps
- Manual override at any step
Line Item Extraction
Structured parsing for product lines and quantities from real request formats.
- PDF and spreadsheet parsing
- Confidence labels per line
- Exception queue for unclear lines
Catalog Matching
Match request language to internal SKU/catalog naming.
- Alias and synonym matching
- Alternative suggestions
- Rep review before finalizing
Quote Draft Workspace
Operator UI for rep review, edits, and send-ready output.
- Side-by-side source and draft
- Editable fields and notes
- Approval checkpoints
Founding Design Partners
Small pilot cohort for HVAC and electrical distributors
We are working with a small number of teams and focusing on one workflow first so implementation quality stays high.
Program Structure
- 3-5 partner companies
- 4-6 week pilot
- One workflow in scope
- Weekly working session
What You Get
- No pilot fee during design partner phase
- Hands-on implementation and tuning
- Direct product roadmap input
- Clear go/no-go criteria at end of pilot
What We Need
- Operational owner + technical contact
- Sample quote requests for setup/testing
- Fast feedback each week
- Willingness to start narrow
Contact
If you run quote operations, let's scope one workflow
We will map your current process, define an in-scope pilot, and decide if Relay is a fit for your team.
Current focus: HVAC and electrical distributors in the design partner phase.