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Parsedit

Extract structured data from any document. Review, edit, and send to Google Sheets or webhooks — no code required.

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SolutionsDocument templatesQuote

Templates

Reliable and customizable Quote

Extract vendor, quote number, validity, and totals from proposals. Push structured data to your CRM or ops sheet.

Create a parserBrowse all templates
  • Free trial included
  • Review before send
  • No credit card required

Quote

Northgate Supply

Quote #Q-2041

Prepared for

DescriptionQtyAmount
Design & discovery1$2,400.00
Implementation1$1,200.00
Support retainer3$200.00
Valid until2024-03-15
Subtotal$3,900.00
Total$4,210.00
Capabilities

Structured quote data for procurement teams

Turn vendor quotes into rows you can compare, approve, and track through your pipeline.

  • Vendor, quote number, and validity dates
  • Subtotals and grand totals for comparison
  • PDF and DOCX proposal formats
  • Webhook delivery to CRM or ops sheet

One schema for every quote layout

Fields in your schema

Vendor
Northgate Supply
Quote #
Q-2041
Valid until
2024-03-15
Subtotal
$3,900.00
Total
$4,210.00

Define supplier, quote number, validity dates, and line pricing once. Parsedit reads proposals and RFQ responses against that schema, then surfaces each value for review before it reaches your pipeline sheet or webhook.

Procurement teams use Parsedit to compare vendors without manual data entry. Low-confidence fields land in your queue; you edit, approve, and send.

Approved rows become quote records you can compare, track, and analyze without reopening each PDF. Send them to Google Sheets for vendor selection, or POST structured JSON to your ERP or procurement system.

Capabilities

Quote extraction built for procurement workflows

Purpose-built capabilities for this document type.

  • ItemQtyRate
    Consulting8$975
    Support4$420

Custom quote field schema

Define validity, vendor, and pricing fields once. Parsedit extracts them from PDF and DOCX quotes.

Source document

Approve before CRM sync

Review extracted values before they reach your CRM—no bad data in your pipeline.

invoice-0421.pdfreviewvendor:date:total:approverejectsend

Extraction designed for security

Your documents stay in your account. Review is on by default, and auto-send only runs where you enable it.

  • No training on your data

  • Review on by default

Integrations

Send extracted data to your stack

Connect Google Sheets, webhooks, Slack, Airtable, or Xero and deliver approved rows automatically.

  • Google SheetsDestination

Explore more document templates

Start from a related template and customize fields for your workflow.

Browse all templates

Purchase Order

Northgate Supply

PO numberPO-55210
Order date2024-02-03

Ship to

DescriptionQtyAmount
Steel brackets (SKU-441)120$18.50
Fasteners kit40$42.00
Safety gloves200$6.25
Line items7
Total$4,210.00
Purchase Order

Read PO numbers, suppliers, line items, and totals from purchase orders to keep procurement in sync.

Any questions?

Check out our documentation

How is a quote different from an invoice template?

A quote focuses on validity dates and proposal fields; an invoice focuses on payment terms and invoice numbers.

Can I send quotes to my CRM?

Templates

Start parsing quotes in minutes

Create your first parser in minutes. No code, no setup calls.

Create a parserCompare plans
What you can extract
Vendor
Northgate Supply
Quote #
Q-2041
Valid until
2024-03-15
Subtotal
$3,900.00
Total
$4,210.00

A sample of the structured output for this document type.

The same field names apply on every upload, so supplier quotes, valid-until dates, and line totals stay in comparable columns as volume grows. Procurement gets one reliable dataset instead of reconciling mismatched exports from each vendor layout.

Vendor and quote number

Identify supplier and reference across varied layouts.

  • SVC-01Implementation$420.00
    SVC-02Documentation$185.00

    Validity and terms

    Capture valid-until dates and proposal terms.

  • PDF
    Scan
    DOCX

    Line item totals

    Extract subtotals and grand totals for comparison.

  • Google Sheetsappend
    WebhookPOST

    CRM webhook delivery

    POST structured quote data to your CRM or ERP.

  • Vendor98%
    Total94%
    Date87%
    Approve

    Compare quotes in Sheets

    Build a quote database for side-by-side analysis.

  • ExtractMap
    Your schema5 fields
    Vendor
    Northgate Supply
    Quote #
    Q-2041
    Valid until
    2024-03-15
    Subtotal
    $3,900.00
    Total
    $4,210.00

    Secure storage of extracted data

  • You stay in control

  • AirtableDestination
  • QuickBooksDestination
  • XeroDestination
  • WebhookDestination
  • Google DriveIntake
  • ZapierAutomation
  • SlackNotifications
  • Check out integrations

    Invoice

    Aceware Inc

    Invoice #INV-8821
    Date2024-01-15

    Bill to

    DescriptionQtyAmount
    Consulting services8$975.00
    Implementation support4$420.00
    Documentation package2$185.00
    Subtotal$7,800.00
    Tax$719.00
    Total$8,519.00
    Invoice

    Pull vendor, dates, totals, and invoice numbers from PDF or DOCX invoices and send them straight to your spreadsheet.

    Blue Bottle

    2024-02-18

    Cappuccino$5.50
    Almond croissant$4.25
    Tip$2.00
    Subtotal$18.40
    Tax$1.61
    Total$20.01
    Receipt

    Capture merchant, date, tax, and total from receipts for expense tracking and reimbursement.

    Identity DocumentUSA

    Full name

    Dana Whitfield

    Document type

    Passport

    Document number

    X1234567

    Issue date

    2019-06-02

    Expiry date

    2029-06-01

    Identity Document

    Extract name, document number, and key dates from passports, national IDs, and licenses with review before send.

    Purchase Order

    Northgate Supply

    PO numberPO-55210
    Order date2024-02-03

    Ship to

    DescriptionQtyAmount
    Steel brackets (SKU-441)120$18.50
    Fasteners kit40$42.00
    Safety gloves200$6.25
    Line items7
    Total$4,210.00
    Purchase Order

    Read PO numbers, suppliers, line items, and totals from purchase orders to keep procurement in sync.

    Invoice

    Aceware Inc

    Invoice #INV-8821
    Date2024-01-15

    Bill to

    DescriptionQtyAmount
    Consulting services8$975.00
    Implementation support4$420.00
    Documentation package2$185.00
    Subtotal$7,800.00
    Tax$719.00
    Total$8,519.00
    Invoice

    Pull vendor, dates, totals, and invoice numbers from PDF or DOCX invoices and send them straight to your spreadsheet.

    Blue Bottle

    2024-02-18

    Cappuccino$5.50
    Almond croissant$4.25
    Tip$2.00
    Subtotal$18.40
    Tax$1.61
    Total$20.01
    Receipt

    Capture merchant, date, tax, and total from receipts for expense tracking and reimbursement.

    Identity DocumentUSA

    Full name

    Dana Whitfield

    Document type

    Passport

    Document number

    X1234567

    Issue date

    2019-06-02

    Expiry date

    2029-06-01

    Identity Document

    Extract name, document number, and key dates from passports, national IDs, and licenses with review before send.

    Yes. Connect a webhook to deliver structured quote data into your CRM or ops sheet.

    Do scanned quotes work?

    Yes. OCR handles scanned PDFs and images before your field schema is applied.

    Can I track quote validity dates?

    Add a valid-until field to your schema and export it to Sheets for expiry tracking.