End-to-End B2B Quotation Automation

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.