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Requests in. Quotes out.
Quotrail reads requests from email, PDF and Excel, suggests matching items from your catalog and calculates the prices. Your team approves — nobody else.
For teams in the United States
In short
Lines, quantities and units pulled from email, PDF, Excel or CSV. Scanned pages without a text layer are flagged, never guessed.
Every line gets an item and a price from your own data, with the source shown.
Uncertain lines are flagged. Nothing goes out without approval.
After approval
Quoting software produces the PDF. What happens next usually lives in someone’s inbox. Quotrail keeps the quote moving until your customer replies.
In the screenshot
How it runs
From your mailbox, with a PDF of the approved version.
Matched and flagged as a likely acceptance or rejection.
Optional – a reply stops it.
To your team only.
Quotes go out from your own mailbox. Your customer simply replies to the email.
From incoming request to approved quote: the product video walks you through it, using sample data from the demo.
The math
Time saved per line: 40% · our estimate
You save per year
$39,513
Net, after the plan price
Pays for itself in 3.0 months.
At a glance
Setup fee. Cancel anytime.
Request formats, read automatically.
Your ERP stays. Quotes as PDF, Excel or CSV.
No model training on your data.
Role by role
Illustrative workflows, from the incoming request to the customer’s reply – described only with features Quotrail has today.
Request by email or PDF
A request lands in the shared mailbox. Quotrail extracts the line items, quantities and units, then suggests a matching item and price from the company’s own catalog for each line, with the source shown. Uncertain lines are flagged for review, and nothing goes out until a person approves it.
Catalog from the ERP
The catalog comes out of the ERP as an Excel or CSV export; Datanorm and BMEcat files work too. Quotrail detects the header row and delimiter, maps common column names and shows a preview first. Rows with errors are left out and collected in an error list.
Sending and follow-up
The approved quote goes to the customer from the company’s connected mailbox. When the customer replies to that email, the reply is attached to the quote, with a note if it clearly reads as an acceptance or a rejection. A single follow-up can be scheduled 1, 3 or 7 days after sending; any reply cancels it.
Deadlines and outcomes
The overview shows which requests are due today or overdue and how the open ones are distributed across the team. For every quote, the team records whether it was won or lost, with a reason for each loss. The Company plan adds a win/loss analysis by customer and reason.
Access and accountability
Every colleague gets a personal login with a role: Sales, Approver or Admin. The quote and the audit log show who approved it and when. There is no per-document billing – the Inside Sales plan covers 600 requests a month.
Pricing
All prices are net. No VAT is added for businesses outside the EU. The final currency and tax appear at checkout before payment. For businesses only. Not available to consumers.
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Cancel anytime · No setup fee
Contact
We’ll get back to you by email.
Fabian Lorenz · Founder, Neithra Technologies
Thirteen years in the German police shaped how we work: careful documentation, transparent decisions and discretion with data.
