Five steps. Twenty minutes. From the demo your account ships with to MaxPax quoting real customers from your real inbox.

What MaxPax is. An AI that reads quote-request emails and replies with prices, pulled from the same Excel pricing sheet your team already uses. It plugs into your existing inbox and your existing workbook; you don't change either.

How it works. Customer email lands → AI reads it → fills the input cells in your sheet (quantity, size, paper…) → reads the price out of your output cell → emails the customer back. Your formulas do the pricing. The AI just does the translation. Want the longer version? Read how it works.

1. Send a test quote · 1 min

Open Get started → hit Open in your email app (or expand the copy-details toggle and paste manually). Send the suggested message to your sandbox address (something like [email protected]) from your phone or wherever.

2. Review the test quote · 2 min

Open Quotes → click your test. You'll see what the AI extracted, the price it calculated against the demo workbook, and the reply it drafted.

The price will look like nonsense. The demo workbook is a sample, not your pricing. That's expected. You'll swap it for your own sheet in step 3.

3. Upload your pricing workbook · 1 min

Open Workbooks → upload the Excel file your team already uses to quote by hand → click Set as default.

4. Set up your first product · 15 min

Open Products → Add product. Pick one product you get inbound enquiries for regularly. You'll fill in three things:

• Name & description: one short paragraph including the words customers actually use. E.g. "Flyers and leaflets, full-colour A5, A4, DL. Customers also write 'handbill', 'pamphlet', 'brochure'."
• Output cell: where the price lives in your sheet, e.g. Flyers!E20.
• Fields: one per input cell your sheet needs (quantity, size, paper…), each mapped to its Sheet!Cell.

Test it: email your sandbox a real-looking enquiry, check Quotes, edit the product if anything's off. Repeat for your next product later.

5. Connect your real inbox · 1 min

Open Settings → Inbox connection. Add IMAP/SMTP credentials → Test connection → save.

Gmail users: pick the Gmail button on the settings page and it walks you through a 2-minute wizard (you'll need to generate an app password if 2FA is on). Other providers: pick Other and enter your server, port, username, and password.

Most shops point this at a dedicated address, like [email protected], [email protected], rather than their main inbox. Two reasons: customers can be told to email there directly for instant prices, and your sales team can BCC it (or forward enquiries to it) to use it as an internal fast-quoter without giving up the customer relationship.

6. Update your email template · 2 min (optional)

Open Settings → Email template. The defaults work. The price line and quote breakdown are always included, but you may want to add your shop's name, branding, payment terms, or a personal sign-off. This is the reply your customers will see.

You're live

Real customer enquiries flow through your pipeline. New accounts start in review mode, quotes are held for your approval so you can check the first few. Switch to auto in review settings when you're ready. The AI sends straightforward quotes on its own and holds only the ones it's unsure about.