From inquiry to price
Structure customer RFQs and track supplier replies.
- Inquiry inbox
- Supplier RFQs
- Vendor price comparison
Overview
Here’s what’s happening with your sales coordination today.
Recent inquiries
Recent quotations
Connected email accounts
O
Microsoft 365 (Outlook)[email protected]Not connected · requires backend
M
Gmail[email protected]Not connected · requires backend
Quotation templates
QUOTATIONCustomer · Quote No.
Item description · Qty · Unit price
Terms & delivery
Standard TemplateDefault
Customer A Template
Industrial Parts Template
Customer A Template
Industrial Parts Template
Quick actions
Prototype mode · Browser-local records and simulated emails. Real mailbox synchronization, AI extraction, XLSX imports and server-enforced roles are not connected.
Imported email inquiries and manually created inquiries appear together. Live mailbox connection requires a secure backend.
Manual customer inquiry
Inquiry queue
| Customer | Inquiry | Status | Received | Action |
|---|
Email connections
Connect Microsoft 365 or Gmail in a deployed Coordex service to securely browse incoming RFQs, identify requested items, and send approved quotations.
Not connected — this standalone offline prototype cannot access email. No connection is simulated as real.
Example incoming messages
Illustrative samples; not fetched from a mailbox.
Sample RFQ: Open customer inquiry PDF
Vendor price library
Import CSV with vendor, SKU, description, unit price, currency, stock and lead-time columns. Column synonyms are recognized. Excel files can be exported as CSV first.
No file imported in this session.
| Vendor | SKU | Description | Cost | Vendor stock | Lead time |
|---|
Sample quotation PDFs: Modern · Classic · Compact · Revised v2. Click ✦ Design on any quote to edit a live customer-facing document.
Quote versions and approvals are recorded. “Mark sent” simulates sending and records the event; no email leaves the browser.
| Quote | Customer | Item / amount | Status | Actions |
|---|
Customize the default format for future quotations. Existing sent versions are not modified.
Company and access settings
Roles shown here are a UI demonstration. Real administrator permissions require authenticated accounts and server-side enforcement.
Follow-up queue
Follow-up dates are tracked; reminders appear here when due. This local prototype cannot notify you when the page is closed.
| Customer | Quote | Due date | Status | Actions |
|---|
Activity & approval audit
| When | Event |
|---|