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End-to-End B2B Quotation Automation

Freelancer

साझा करें:
placeAE home_workरिमोट assignmentअनुबंध publicएकत्रित नौकरी · AE

event07 अक्टू॰ 2026 को प्रकाशित · verifiedहमने 07 अक्टू॰ 2026 को पुष्टि की कि यह अभी भी लाइव है

क्या यह आपका व्यवसाय है?

US$ 750 – US$ 1.500 प्रति परियोजना

नौकरी के बारे में

We are an established industrial trading company in Dubai (dealing in ground-engaging tools/GET, lubricants, and commercial supplies). We are looking for an experienced Make.com & AI Automation Architect to build a comprehensive end-to-end sales and order management automation using Claude 5.5 Sonnet, Gmail, Google Sheets, and WhatsApp. ​We are moving away from manual typing and missed sales follow-ups toward an intelligent, monitored pipeline. ​Core Scope of Work: ​AI Quotation Generation (One-Click Sales Handoff): ​Parse incoming customer RFQs in Gmail. ​Cross-reference customer requests against our Product Master Data (via Google Sheets/database) to resolve fuzzy descriptions/part numbers into exact internal SKUs and standard prices. ​Auto-generate a formatted quotation on our company letterhead and place it directly as a ready-to-send draft in the original Gmail thread. ​Log the generated quotation details into a Master Quotations Tracker Sheet (Timestamp, Customer, Salesperson, Quoted Value, Status: Draft Generated). ​Sales SLA WhatsApp Alert (Unsent Quotation Reminder): ​If a created quotation draft remains unapproved/unsent after a specified grace period (e.g., 2–3 hours), trigger an automated notification to the assigned salesperson's WhatsApp. ​Alert details: Customer name, RFQ reference, quoted value, and direct link/reminder to review and dispatch. ​Automated 8-Hour Post-Quote Follow-Up Engine: ​Track when a quotation email is officially sent by the salesperson (Status updates to Sent). ​Exactly 8 business hours later, check if the customer has replied or placed a PO. ​If no reply is detected, automatically send a polite, professional follow-up email in the same thread checking if they require technical submittals, stock delivery updates, or revisions. ​Customer PO-to-ERP Import Pipeline: ​Parse incoming client Purchase Orders (POs/LPOs) from Gmail. ​Extract line-item tables (PO#, quantities, part numbers, unit prices, delivery terms) and format directly into an Excel/Google Sheet template ready for one-click batch import into our ERP/Pack system. ​Executive Quotation & Sales Dashboard (Looker Studio / Sheets): ​Build a real-time reporting dashboard connected directly to the Master Quotations Tracker. ​Required Metrics & Views: ​Total Quotation Pipeline Value: Filterable by Today, This Week, and This Month. ​Volume Breakdown: Total number of quotations issued vs. converted to POs. ​Sales Performance: Value and volume quoted per sales rep. ​Turnaround Speed & Win Rate: Average time to quote and conversion percentage. ​Inbox Triage & System Hardening: ​Classify background emails into URGENT (site emergencies/discrepancies), SUPPLIERS (vendor pricing), and SPAM (auto-archived). ​Implement production-grade Make.com error-handling routes (Resume/Ignore) to guarantee 100% scenario uptime.

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