Microsoft 365
Turn the RFQ that arrives as an Outlook attachment into a quote, and send the acknowledgement back from the same thread.
Outlook / M365
Communication
Outlook is where the work starts. An RFQ arrives as a PDF attachment, someone saves it to a desktop, and the quote gets built from a copy nobody else can see. The planned Microsoft 365 connection runs the other direction too: the order acknowledgement, the shipment notice, and the purchase order going out to a supplier leave WorkCell as mail from your own domain rather than from an address your customer does not recognize. Pairing a thread with the quote or order it concerns is the harder half, and the half worth building, because the next question about that job arrives by reply.
Connect the systems you already use.
Tell us how Microsoft 365 fits your workflow and we will show you where it lands in WorkCell.