Inquiries

Inquiries are the starting point of your sales pipeline. Capture customer requests, document requirements, and manage detailed position lists before converting successful inquiries into offers, work orders, or invoice drafts.

Create and manage inquiries

• Navigate to Inquiries and click Add inquiry to create a new customer request.
• Inquiries can also be created from incoming mail when a shared email account is configured in Workspace → Integrations.
• Enter customer details, project scope, and any initial requirements or attachments.
• Assign inquiries to team members for follow-up and set priority levels to focus on high-value opportunities.
• Detected emails create an inquiry with numbering, a stored link to the source email, and sender-based client organization matching when possible.
• Optional AI inquiry analysis can summarize the request, suggest a cleaner title, and help match the client organization.
• Auto-created inquiries require workspace defaults for issuer organization and currency. If those defaults are missing, the email remains visible in Mail without creating an inquiry.

Manage positions

Each inquiry can contain multiple positions—individual line items that specify products, services, or work packages.

• Open an inquiry and navigate to the Positions tab to add, edit, or remove items.
• Set quantities, unit prices, and descriptions for each position.
• Attach technical drawings, specifications, or reference documents directly to positions.
• Calculate totals automatically as you adjust quantities and pricing.
• The inquiry detail page shows the inquiry currency, total position value, and, for ONLV inquiries, progress based on positions that already have pricing or are marked as not quoted.

Convert to offers

When an inquiry is ready to become a formal proposal:

• Change the inquiry status to indicate it's ready for conversion.
• Create an offer directly from the inquiry to reuse all position data.
• The offer maintains a link back to the original inquiry for full traceability.
• If you need to bill directly, use Create invoice from inquiry to create a draft invoice from quoted inquiry positions. Positions marked as not quoted are skipped.

Link to projects

• Associate inquiries with projects to track the complete customer journey.
• View all inquiries related to a project from the project's detail page.
• Use project context to understand customer history and preferences when creating new inquiries.
• The inquiry detail timeline links to the related project's offers, work orders, and invoices when a project is set.

Detail workspace

• Use the detail page to review status, identifiers, deadlines, currency, and related issuer, client, contracting-authority, and LV-creator organizations.
• Add comments and resource links directly on the inquiry so follow-up notes and external references stay attached to the request.

Track progress

• Use status fields to track inquiry stages: new, qualified, converted, or declined.
• Filter inquiries by status, type, due date, or project to focus on specific segments.
• Monitor conversion rates and identify bottlenecks in your sales process.

Best practices

• Capture inquiries quickly when customers first contact you—even incomplete information can be refined later.
• Use consistent position naming and categorization to simplify reporting and analysis.
• Link inquiries to customer organizations to build a complete relationship history.
• Set up notifications to alert team members when new inquiries are assigned or status changes occur.