Knowella

Inbox, Carrier Mail & Chat History

3 articles

Turn forwarded client emails into projects, see every carrier reply and bid in one place, and reopen any rating run from Chat History.

Step-by-step guides

Chat History — every run is a thread you can reopen
Guide

Chat History — every run is a thread you can reopen

The thread list, the five stages every run moves through, and how to diagnose a workspace from its stage pills.

5 min read
Inbox — RFPs and requests that come in by email
Guide

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.

3 min read
Carrier Mail — your conversations with carriers
Guide

Carrier Mail — your conversations with carriers

See carrier emails and bids from every project in one place — your carrier address, unread replies, bids received and declines — and filter by tab.

2 min read

More KnowRFP topics

Getting StartedRating & ProposalsFiles & Reference DataAnalytics & Pricing StrategyClient FeedbackRate Finder & Carriers

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