Adds a Joblogic icon to emails, indicating they can be converted into quotes.

Click to open a side panel where quote details are pre-filled from the email.

Pulls the email body into the quote description (editable before saving).

Copies attachments from the email directly to the quote record.

Matches sender’s email with existing Joblogic customer and site records.

If unmatched, allows manual selection and confirmation of the correct customer/site.

Log a new quote in Joblogic without leaving your email client.

Supports specifying quote type, description, and linked attachments.

Sends confirmation emails to relevant parties (e.g., service team, customer) once a quote is created.

Retains all relevant documents from the original email.

Supports multiple attachments per quote entry.

Built with robust access controls and encryption to protect sensitive data.

Handles high volumes of email-to-quote conversions without performance issues.

Side panel design makes it intuitive for both technical and non-technical users.

Minimal clicks required to go from email to fully logged quote.