DHL Global Forwarding · QuoteFlow Pilot

Open quotes0No active work

Over SLA0Nothing overdue

Follow-ups due0No follow-ups due

Average return—Business hours

SLA met—Closed requests

Credit, no quote0No accounts waiting

Live pipeline

Quote aging queue

Quote	Customer / lane	Department	Status	Live clock	SLA

No quotes in the queue

Create the first request to start live business-hour tracking.

Copy, extract, review

Turn a client email into a quote draft

Paste the complete email. QuoteFlow will map recognized details and show anything still missing before opening the quote form.

Review before saving

This label-based pilot does not use AI. The email body is not stored; if you later save the quote, only its sender and subject are retained as source details. Extraction never starts a timer or sends an email.

Rate request

Enter the shipment once

Save a draft, or generate the internal email and start the accountability clock.

Under 24h 24–48h 48–72h 72h+

01

Customer and ownership

Who requested the rate and who owns the response?

Customer name * Contact name Contact email * Account / CR account Sales owner Estimated value

02

Shipment details

Use complete pickup and delivery information so pricing does not need to chase details.

Full origin address * Full destination address *

Transportation mode * Department * Request type Priority Pieces * Weight * Dimensions Billing status Ready date * Required delivery Waiting on Assigned to

Special instructions Internal notes

The draft opens in your default email application. It does not send automatically. Review every value before sending.

Standardized intake

Ask for complete quote details

Consistent Field: Value labels make future extraction accurate without guessing.

Pre-quote CRM

Credit accounts with no quote yet

Keep approved and pending credit opportunities visible until the first shipment quote is created.

Under 24h 24–48h 48–72h 72h+

Fictional pilot records The DEMO accounts and numbers below are safe test data. Their email addresses use example.com and should not be sent.

No quote yet0Active credit opportunities

Approved0Waiting for first quote

Follow-ups due0Today or earlier

Promises overdue0First quote not received

Oldest opportunity—Toronto business time

01

Account and credit request

Add the opportunity once, then update it as credit and client commitments change.

Customer name * Contact name Contact email * Sales owner Credit request # * Account # Credit status Billing status Credit requested * Credit approved Promised first quote Next follow-up Currency Requested credit limit Approved credit limit Estimated monthly opportunity

Notes

Opportunity queue

Accounts awaiting a first quote

CR / account	Customer	Credit	Value	No-quote clock	Next follow-up

Commercial learning

Record why the business was lost

Capture competitor pricing and trends so management can act on recurring exceptions.

Loss report

Admin workspace

Record completed historical quotes, remove incorrect records, and review sensitive activity.

Full access

Full workspace access grantedAvailable to anyone who opens this site.

Completed work

Add a historical quote

Enter the original Toronto request and return times. The quote is saved closed, with no live clock, follow-up, or email draft.

01

Reference and ownership

Keep the original reference separate from QuoteFlow's internal record ID.

Original quote reference Customer name * Account / CR account Link credit pipeline record Contact name Contact email Sales owner Estimated value

02

Shipment and routing

Use the details available in the original completed request.

Full origin address * Full destination address *

Transportation mode * Department * Request type * Priority Pieces Weight Dimensions Billing status Ready date Required delivery

03

Historical turnaround

These two timestamps determine the fixed business-hour result.

Enter Toronto Eastern Time. Hours after 16:00, before 08:00, and weekends are excluded from the turnaround calculation.

Request sent — Toronto * Pricing response returned — Toronto * Commercial outcome (optional)

Historical notes

The pricing response status stays “Quote Returned”; commercial outcome is separate. Lost competitor details belong in Lost quotes. This action will not open Outlook or create a follow-up.

Deletion register

Deleted records

Removed quotes stay recoverable here with their deletion reason and time. Restoring them also rebuilds linked credit tracking.

No quotes have been deleted in this browser.

Accountability

Admin activity

Recent historical-entry, deletion, and restoration events appear here.

No admin activity has been recorded yet.

Administration

Keep routing current

Update inboxes and SLA targets here so the pilot does not become obsolete.

Quote command centre