Inbox — RFPs and requests that come in by email
Forward client emails to your intake address, let KnowRFP analyze the attachments, and confirm whether each one starts a new project or joins an existing one.
1 · Open Inbox
Click Inbox in the sidebar, under Workspace. Client emails arrive here; new mail is auto-analyzed (new vs existing project) and you confirm each action.
2 · Read an email
Each email shows its subject, a status tag such as Ingested, who sent it and when — for example "request for quote" from sid@knowella.com on Sep 25, 9:21 PM.
3 · Check its attachments
The email's attachments are listed underneath, such as a CSV of lanes. KnowRFP analyzes them automatically.
4 · Confirm the action
New files start a new project or attach to an existing one. Once the action is confirmed, a green bar shows where the file went — for example "Added to Sid 1".
- Undo — Reverse the action if the file went to the wrong place.
- Open project — Go straight to the project the file was added to.
5 · Recent activity
The Recent activity panel on the right lists every action confirmed from the inbox — such as "1 file(s) from sid@knowella.com → new project Sid 1" — with when it happened. Click Open to go to the project.
6 · Refresh
Click Refresh at the top right to check for new mail.
7 · Find your intake address
Click Email setup. The Email Setup panel shows your Intake address — for example trademark@knowrfp.knowella.com — marked Active. It's auto-generated for your organization.
8 · Forward client emails
Click Copy to copy the address, then forward client RFP emails to it. Attachments are analyzed automatically and appear in your Inbox for you to confirm.
9 · Search addresses
If you have more than one address, search by email or use Filter by to narrow the list.
Send us your hardest RFP.
We'll run it through KnowRFP and you can compare the result with what your team sent.
More guides in Inbox, Carrier Mail & Chat History
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