This is how a request moves through Tafona: from the moment the email arrives until the quote is sent and on record.
Inbox
Requests arrive on their own from the connected mailbox (Microsoft 365, Gmail, IMAP) or you log them by hand by pasting text or attaching Excel, CSV or PDF. The inbox sorts them into Quotes, Possible and Other.
Quotes4Possible2Other7All13
| Subject | Customer | Status | Received |
|---|---|---|---|
| Order bolts and PPE | Arga Machining Works | To review | 3 min |
| Office supplies quote | Zabala Engineering Consultants | To review | 12 min |
| Monitors and docks | Larranaga and Partners | Awaiting approval | 1 h |
| Cable and switchgear, unit 2 | Zabala Engineering Consultants | Ready to send | 2 h |
Bring two or three real customer emails and your catalogue. In the demo we look at how the draft would come out.