Quote Intake
Every quote request, one calm place.
The agent reads the shared inbox. Your team reviews and approves, and quotes flow on to Salesforce and Epicor CPQ without copying a single OPP number.
- Emails parsed and grouped by thread
- One shared queue with clear ownership
- OPP number carried end to end
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Use your company Microsoft account to continue.Need access?
Ask your quoting team lead to add you under Settings.