Quote requests from email into Kinetic
Software reads incoming requests and drawings and drafts quotes for an estimator to review.
Epicor Kinetic integration consulting
Connect Epicor Kinetic to the rest of your business.
Epicor Kinetic runs your quotes, jobs, inventory and books. We build the connections and tools around it, so your team stops retyping orders and chasing numbers across systems.
Keep it, then extend it
What Epicor Kinetic does well, and where teams outgrow it.
Where Epicor Kinetic shines
- Built for manufacturersQuoting, engineering, production, inventory and delivery are linked, and approved quotes flow straight into production.
- Serious planning and schedulingMaterial planning, forecasting and capability-based scheduling with what-if scenarios across machines and people.
- Open by designEpicor says anything available on screen in Kinetic is also available to connected software, within each user's existing permissions.
Where teams hit the limits
- Orders still arrive by emailCustomer requests for quote, purchase orders and drawings come in as emails and PDFs, and estimators key them in.
- Other systems driftYour CRM, online store, carriers and supplier portals each keep their own version of the truth, and keeping them matched takes manual work.
- Reports that mix systemsMargin by customer or on-time delivery by line needs Kinetic data next to sales and shipping data, so it ends up in spreadsheets.
What we build around it
Connecting Epicor Kinetic to the rest of your work.
Customer orders drafted automatically
Purchase orders from email or portals become draft sales orders for a person to confirm.
Supplier invoices matched to POs
Invoices are read and matched to purchase orders and receipts, and differences get flagged.
CRM and Kinetic in sync
Customers, quotes and orders stay matched between sales and operations.
Shipping and tracking updates
Carrier tracking and delivery status flow back to the order and on to the customer.
Reports across systems
Kinetic numbers combine with data from your other tools in one scheduled report.
Before we start
How access works.
Your Epicor administrator sets up the connection inside Kinetic. They create a connection key tied to an access scope that lists exactly which areas, saved queries and functions it can use, and the connection signs in as a user whose normal Kinetic permissions still apply (see Epicor's overview). If you run Kinetic in Epicor's cloud, your subscription includes a Pilot environment alongside production, and your team can refresh it with current data from the Epicor Cloud Management Portal. We build and test there first, then switch the connection to production when the work is ready.
Related problems
Common places to start.
Slow quotes and proposals
A customer asks for a price. Days later, after hunting through old files and asking around, you send it. Sometimes they've already moved on.
Read moreRetyping the same information
An order arrives by email. Someone types it into one system, then another, then a spreadsheet. It's slow and dull, and mistakes are easy to make.
Read moreSoftware that doesn't talk
Sales has one number, finance has another, and nobody is sure which is right. Each tool is fine by itself. The trouble is in the gaps.
Read more
FAQ
Common questions.
Do we have to replace Epicor Kinetic?
No. Kinetic stays your system of record. We build around it and connect what it doesn't reach.
Will this break when Epicor updates Kinetic?
We use Epicor's supported connection, test each update in your Pilot environment before it reaches production, and add checks that alert us if something stops matching.
We already have Epicor Automation Studio. Why build anything?
Use it where it fits. Custom work makes sense when a step involves reading documents, judgment calls or a screen your team works in every day.
Are you a certified Epicor Kinetic partner?
No. We're an independent integration consultant and development team. We build with Epicor Kinetic's official developer tools and approved access, using the access your team grants, and we work alongside your Epicor Kinetic admin or implementation partner rather than replacing them.
Sources
- Epicor: Open REST API
- Epicor: Kinetic ERP
- Epicor: Kinetic Planning and Scheduling
- Epicor: Getting Started With Epicor Kinetic (cloud environments)
- Epicor: Release 2025.2 of Kinetic
- Epicor Knowledge On Demand: Refreshing the database to test changes in the Cloud Management Portal
Facts checked against the vendor's own documentation, November 2026. Names are trademarks of their owners. Inkwell is independent and not affiliated with these companies.
Partner with Inkwell
Tell us how you use Epicor Kinetic today.
A few sentences is plenty. We'll tell you what we'd connect first, and whether a ready-made app already does the job.