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Communication on the order
Linked customer and supplier emails and portal chat share the order's Communication tab. Open the full Inbox reader over the order with AI reply instructions, templates, signature preview, attachments, forwarding and scheduled sending. The order list includes only linked correspondence; the popup opens its full Inbox conversation under the team's existing mail permissions.
Also inside TERRA-301 RFQ
The rest of RFQ.
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Any format in
A photo, a PDF, a spreadsheet or pasted text becomes a draft order, and nothing is saved until you press Create.
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Tables from their cells
A spreadsheet is read cell by cell, up to 300 lines, so no number is ever retyped.
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One order per machine
"Only the Liebherr lines": split one enquiry into an order per machine.
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Brand from the number's shape
CAT, Komatsu and Liebherr numbers are recognised by their shape, and you can add rules for your own brands.
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From the mailbox in a click
An email becomes an order with one click, and a new request buried in a reply gets noticed.
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Which request it answers
A reply is matched to the request it answers, with a picker when there's any doubt.
TERRA-301 RFQ
From the blog
Read more
· CRM & ERP
CRM vs ERP for trading companies: follow the enquiry to delivery
Which work belongs in CRM, which belongs in ERP, and how a distributor can evaluate the handover using one real customer enquiry.
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· Procurement
How to answer spare-parts RFQs overnight: from PDF to quotation
An RFQ lands at 06:40: thirty-five lines in a PDF. What it takes to have the order, the supplier requests and the quotation ready before your team is in.
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