RFQ email in.
CPQ quote out.
QuoteLine reads the request-for-quote emails your inbox already gets and drafts the quote in your own Salesforce CPQ, priced by your own rules, with a person on the one line that needs one.
Subject: RFQ — gasket order, need by Oct 15
| Requested | Matched product | Qty | Unit | |
|---|---|---|---|---|
| spiral wound gasket 4" 300# SS/graphite | SWG-04-300-SSG | 24 | $38.20 | exact match |
| ring joint gskt R-45 soft iron | RTJ-R45-SI | 12 | $61.75 | customer part |
| SWG 6in 150lb (same as last order) | SWG-06-150-SSG? | 6 | — | for a person |
The two lines the catalog recognises are priced and settled. The third is ambiguous, so it waits for a person instead of guessing, and the correction teaches the catalog for next time.
Four steps, no re-keying
Forward your RFQ inbox to QuoteLine and install a small package in Salesforce. That is the whole setup.
Read the email
Body text, PDFs, photos of drawings and spreadsheets up to hundreds of lines. Every extracted value is tied back to where it came from in the document.
Match the lines
Customer part numbers, your part numbers, product codes, then fuzzy text, against a catalog synced hourly from your org. A model is asked only when the deterministic tiers cannot decide.
Price in your CPQ
A draft opportunity and quote are created in your Salesforce, and your own calculator, price books and contracted prices set the numbers. QuoteLine never invents a price.
Release with one decision
A rule you set decides what may go out on its own: buyer tier, confidence, value cap, first quote or revision. Everything else lands in a review queue for a person.
Why sales teams choose QuoteLine
It works inside the Salesforce you already run
Both legacy CPQ objects and Revenue Cloud transaction objects, from day one. No new quoting tool, no migration, and no requirement to buy the Agentforce bundle to get an inbound RFQ answered.
A rep still owns every quote that matters
Review is the feature, not the fallback. Low-confidence lines wait for a person, the correction is stored, and the next similar line matches on its own.
Built for industrial requests
Units of measure, "same as last order", part numbers in three different formats, a 500-line spreadsheet attached to a two-line email. This is the mail we designed for.
Your customers' agents can ask too
The same request can arrive by email or through an agent door, an API a buyer's own software can call to search your catalog, submit a request, and revise a quote. Either way, one release rule and one audit trail.
Live in the first week
Connect the org, forward the inbox, run in shadow mode while you watch what it would have sent. Flip to live when the numbers look right.
You can see exactly what it is doing
Every email, document and line is metered per tenant and shown on your dashboard: what arrived, what was quoted on its own, what waited for a person, and what it cost.
Built to be trusted with your quotes
Each customer's data is kept in its own space; the service is drilled, live, against cross-tenant and cross-buyer leakage.
Every disclosure of a price, to a person or to a buyer's agent, is recorded with the decision it rested on.
Least privilege in your org: an integration user with only the objects and fields QuoteLine needs.
Pause a tenant and nothing leaves; revoke a buyer's access and their next read is refused, mid-flight included.
Hostile input in an email cannot steer the model into a different action; extraction is bounded and checked before anything reaches your org.
Your credentials live in a managed vault and are never written to logs.
Where it fits
Automated email-to-quote exists today for SAP CPQ and for several ERPs. For Salesforce CPQ, the inbound leg is still hand-assembled by integrators, one client at a time, and Salesforce's own agents start from a rep typing, not from an email arriving.
QuoteLine is that missing piece: the RFQ inbox, watched; the quote, drafted where your team already works; the release, decided by your rule and recorded. It serves the large installed base on legacy CPQ that the platform vendor is no longer investing in, and it is ready for Revenue Cloud when you move.