Core Workflow

Create an RFQ from email

Turn a useful email into a reviewable RFQ intake.

Create an RFQ from email when the request arrives in a connected mailbox and you want Kwantflow to prepare the intake details for review.

This is a preparation flow, not an automatic job-creation flow.

When to use it

Use this when:

  • a tender invitation arrives by email
  • the sender included useful scope notes in the email body
  • you want attachments brought into the RFQ review flow
  • you want help matching the sender to existing companies or people

Before you start

Check that:

  • the correct workspace mailbox is connected
  • the email belongs to the current workspace
  • the message looks worth turning into a real RFQ

How it works

  1. Open the email inside Kwantflow.
  2. Choose Create RFQ from email.
  3. Review the prepared intake form.
  4. Check the suggested company and person matches.
  5. Check the job name, notes, dates, and other extracted details.
  6. Review the attachments that were added alongside the intake.
  7. Save the RFQ only after the form looks right.

What Kwantflow can prepare

The review form can help with:

  • sender and company context
  • requester or contact matching
  • job or package naming
  • notes pulled from the email body
  • attachments added into the intake workflow

If the same email is already linked to one or more RFQs, you can open those RFQs directly from the email preview.

If a company or person match is unclear, review it yourself instead of assuming it is correct.

Example

If an email says:

Please quote the attached steel frame package. Price due Friday.

Kwantflow can help prepare:

  • a draft RFQ title
  • linked sender details where a clear match exists
  • the body text as intake context
  • the attached files ready for review

You still decide whether the draft should become a real RFQ.

Useful actions in email preview

From the email preview you can also:

  • download attachments individually
  • create a company or contact from the sender
  • open an existing RFQ already linked to the same email
  • review the full sender, recipients, date, and subject before creating the RFQ

Common scenarios

  • A clean tender invite arrives with clear dates and attachments, so most intake fields are prepared for review.
  • A forwarded message has partial context, so Kwantflow prepares what it can and leaves the rest for manual review.
  • A repeat customer sends another package, and Kwantflow can often match the existing company or requester record.
  • One email leads to more than one RFQ over time, and the email stays a useful reference point.

Important review rule

No RFQ is created until you review and save the intake form.

Next: Add and review files.