QuoteLine by Discern CX

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.

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A person working at a laptop by a window, a chart on the screen, coffee at hand

One request, end to end

every step recorded
RFQ email body, PDF, xlsx Agent request MCP, REST, CLI Classify is it an RFQ? Extract header + lines Match 6 tiers, learns Price in your CPQ your org, your rules Rule release? Released to the buyer Review a person a reviewer's correction teaches the catalog
from  purchasing@northfield-industrial.com
subj  RFQ — gasket order, need by Oct 15
Hi, please quote the following for our Tulsa plant, PO 44718: - 24 ea spiral wound gasket 4" 300# SS/graphite - 12 ea ring joint gskt R-45 soft iron - 6 ea SWG 6in 150lb (same as last order) Ship to the usual address. Thanks, Dana 📎 northfield_rfq_44718.xlsx
Q-04471 Northfield Industrial, PO 44718, need by 2026-10-15Salesforce CPQ
requestedmatched productqtyunit
spiral wound gasket 4" 300# SS/graphiteSWG-04-300-SSG24$38.20exact match
ring joint gskt R-45 soft ironRTJ-R45-SI12$61.75customer part
SWG 6in 150lb (same as last order)SWG-06-150-SSG?6—for a person
Priced by your org's CPQ calculator, contract prices applied.Held for review, then released

Two lines are recognised and priced. The third is unclear, so it waits for a person instead of guessing, and that person's fix is remembered for next time.

What it reads

RFQs do not arrive tidy. QuoteLine reads the request in whatever form the buyer sent it, and every value it reads points back to where it came from.

from: purchasing@northfield-industrial.com
Hi, please quote for our Tulsa plant, PO 44718:
- 24 ea spiral wound gasket 4" 300# SS/graphite
- 12 ea ring joint gskt R-45 soft iron
- 6 ea SWG 6in 150lb (same as last order)
Need by Oct 15. Thanks, Dana

Text in the email body

Lines typed by hand, in whatever order and shorthand the buyer uses. Quantities, units and part numbers pulled out of prose.

RFQ-44718.pdf · page 1 of 2
Request for Quotation
Northfield Industrial · Tulsa, OK

Item  Description               Qty
010   SWG 4" 300# SS/GR       24
020   RTJ R-45 soft iron      12
030   SWG 6" 150#             6

PDF attachments

Purchase-order style RFQs, scanned or generated, multi-page. Tables are read as tables, not as a blur of text.

ABC
1Cust P/NDescriptionQty
2NF-10442SWG 4in 300 SS/GR24
3NF-10917RTJ R-45 SI12
4NF-10450SWG 6in 1506
5NF-11203Flange gskt 8in40
…………
512NF-13877Kammprofile 2in10

Excel and CSV spreadsheets

Hundreds of lines with the buyer's own part numbers and headers. Read in chunks so line 500 is as exact as line 1.

MATERIAL REQUEST
Job 7731 · Bay 4
24 – spiral wound 4" 300#12 – RTJ R456 – SWG 6" 150 (same as last)need by 10/15 – D.

Photos and drawings

A phone photo of a printed list, a marked-up drawing, a screenshot. Read as an image, with the same confidence rules.

POST /request.addLines
{
  "requestId": "…",
  "lines": [
    { "requestedText": "4K Monitor",
      "quantity": 2, "unitOfMeasure": "EA" },
    { "customerPartNumber": "NF-10442",
      "quantity": 24 }
  ]
}

A buyer's own software

An agent or an ERP calls the agent door directly: search the catalog, submit lines, read the quote, revise it. Same pipeline, same rule.

Mixed is normal: a two-line email with a 500-row spreadsheet attached is one request, and the rows of the sheet are its lines.

Four steps, no re-keying

Forward your RFQ inbox to QuoteLine and install a small package in Salesforce. That is the whole setup.

  1. Read the email

    Body text, PDFs, photos of drawings, and spreadsheets with hundreds of lines. Every value it reads points back to where it came from.

  2. Match the lines

    Customer part numbers, your part numbers, product codes, then close-text matching, against a copy of your catalog refreshed every hour. The AI model is asked only when those cannot decide.

  3. 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.

  4. Release with one decision

    A rule you set decides what may go out on its own: which buyers, how confident, up to what value, first quote or revision. Everything else goes to a person.

Two doors. One engine. One audit trail.

Email door you@in.getquoteline.com Agent door a buyer's own software Engine one request record one release rule Salesforce CPQ your org prices it Review portal the lines a person sees Disclosure ledger who saw which price, when
both routes pass the same check before a price is shown

The same request, however it arrives

A request can arrive two ways: as an email, or from a buyer's own software talking to QuoteLine directly. Both go through the same steps, are priced by the same Salesforce, and pass the same release rule.

Every time a price goes out, in an email or to a buyer's software, it is written down with the decision that allowed it. Pause QuoteLine and nothing goes out. Take away a buyer's access and their next request is refused.

in production now

Salesforce CPQ

Draft opportunity and quote on the CPQ objects, priced by your org's calculator, price books and contracted prices. This is where QuoteLine runs today and where the demo runs.

Review is the feature, not the fallback

A small team around a table with a laptop and notebooks

A rep still owns every quote that matters

When QuoteLine is not sure about a line, the request waits for a person. They see the original email next to what was read from it, fix anything wrong, and release it. Nothing goes to a buyer on a guess.

Each fix is remembered for that customer, so the next time the same shorthand arrives it matches straight away. The review queue gets shorter as the catalog learns.

See it working

Real screens, not mock-ups. The two Salesforce screens are the rep-proven originals the QuoteLine package is built from, captured in a customer's org with every name, address and company replaced. The two below them are QuoteLine's own review portal on the development system.

The rep's inbox, inside SalesforceEvery incoming RFQ lands in a queue a rep can claim. Views by status, counts per branch, the sender and subject, a link to the opportunity and the quote, and how long it has waited.Click the screen to enlarge.
The review panel, on the quote recordThe request's lines beside the products they matched, the ones that still need a person marked, and a correction per line. The rep never leaves the quote.Click the screen to enlarge.
One decision, recordedWhy the request was held, who decided, when, under which rule version. Approve releases it through the same gate as an automatic release; refuse withdraws it.Click the screen to enlarge.
The line, and how it was matchedWhich tier settled it, the confidence, the seller product it landed on. A correction here becomes a cross-reference for that buyer and teaches the next match.Click the screen to enlarge.

About the Salesforce screens: they show the intake inbox and review panel as they run today for a customer on the earlier, single-company build. QuoteLine ships them as a packaged app, with the same layout and workflow, pointed at the QuoteLine service.

Six matching tiers, cheapest first

Deterministic where it can be, a model only where it must

Each line is checked against your catalog in order: the customer's part number, your part number, a product code, then a close-text match and a search. Only a line none of those settle is sent to the AI model, and its answer comes with a confidence score your rule can refuse.

When a person corrects a match, the correction is remembered, so the next time that customer writes "SWG 6in 150lb" it matches at the first step, for free.

1 customer part numberexact, learned from corrections 2 your part numberexact 3 product codeexact 4 fuzzy namescored, 0.85 and up 5 catalog searchscored 6 modeljudged, with a confidence
most lines stop at tier 1 to 3 and never touch a model
The order starts in the inbox. QuoteLine meets it there.
Distributors and manufacturers on Salesforce CPQ, quoting from email every day.

Why sales teams choose QuoteLine

It works inside the Salesforce you already run

Salesforce CPQ in production now, Revenue Cloud by the end of 2026. No new quoting tool, no migration, and no requirement to buy the Agentforce bundle to get an inbound RFQ answered.

You set the bar

Every line gets a confidence score. You choose the minimum. Below it, the quote waits for a person instead of guessing.

Built for industrial requests

Odd units, "same as last order", part numbers written three different ways, a 500-line spreadsheet attached to a two-line email. This is the kind of mail it was built for.

Your customers' software can ask too

A buyer's own system can send a request straight to QuoteLine, with no email at all. Same steps, same rule, same record of what happened.

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

Your dashboard shows every email, document and line: what came in, what was quoted on its own, what waited for a person, and what it cost.

Specification

inputsEmail body text, PDF, images (drawings, photos), Excel up to hundreds of lines; agent requests over MCP, REST and a generated CLI.
classificationEach email is sorted into one of five kinds: a real RFQ, a vague inquiry, an internal forward, a reply in an existing conversation, or not an RFQ. Thresholds and your internal domains are set per customer.
extractionThe order details and each line, with a confidence score per field and a pointer back to where it came from in the document. A request whose lines do not add up is held for a person.
matchingSix tiers: customer part number, tenant part number, product code, fuzzy name, catalog search, model. Corrections become cross-references.
quote targetsSalesforce CPQ (SBQQ quote and quote lines) in production. Revenue Cloud Advanced transaction objects by the end of 2026. Draft opportunity and quote, your calculator, your price books, contracted prices, documents attached as Files.
release ruleSet per customer: which buyer types may receive a quote automatically, the minimum confidence, a value cap, what to do with a buyer's first quote or a revision, and the response-time promise. One decision, one check before anything goes out, every disclosure recorded.
modesShadow (everything runs, nothing goes out), live, paused. An unusual burst of traffic or a drop in quality pauses a customer automatically.
tenancyEvery record is tagged with the customer it belongs to. Requests per minute are limited per customer. Tested live for leaks between customers and between buyers.
qualityA fixed set of test emails must pass before any software release. Nightly runs are recorded. A sample of delivered quotes is audited. Each customer's quality is watched for drift.
salesforce footprintOne login with only the access it needs, and a small installed package: an entry point, review-status fields, a queue, a notification flow, and a review panel.

Built to be trusted with your quotes

Your data is stored apart from every other customer's. We test this on the live system: one company can never see another company's requests, and one buyer can never see another buyer's quotes.

Every time a price is shown to anyone, in an email or to a buyer's software, we write it down: who saw it, when, and which decision allowed it.

In your Salesforce, QuoteLine uses one login that can only touch the records and fields it needs. Nothing else.

Pause QuoteLine and nothing goes out. Take away a buyer's access and their very next request is refused, even one already under way.

An email cannot trick the system into doing something else. What it reads from a message is checked before anything is written to your Salesforce.

Your passwords and keys are kept in a locked store. They never appear in logs.

Where it fits

Other tools already turn emails into quotes for SAP and for several ERP systems. For Salesforce CPQ there is no such product: consultants build it by hand, one company at a time, and Salesforce's own AI starts when a rep types, not when an email arrives.

QuoteLine is that missing piece. It watches the RFQ inbox, drafts the quote where your team already works, and lets your rule decide what goes out. Many companies still run the older Salesforce CPQ, which Salesforce has stopped improving. QuoteLine serves them now, and Revenue Cloud support follows by the end of 2026, so moving later does not mean starting over.

See your own RFQs become quotes

Bring three real request emails from your inbox. We will run them through QuoteLine against a demo org and show you the draft quotes, the lines that needed a person, and why.

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