1️⃣ Using the document chat

What the document chat is for

The document chat is used to communicate directly within:

• quotations
• orders

This means that every message is linked to a specific context.

Why this matters

Keeping communication inside the document allows:

• full traceability
• no loss of information
• faster and more accurate responses

Instead of restarting explanations, all relevant information is already available.

When to use it

Use the document chat when:

• you need clarification about a quotation
• you want to confirm details before ordering
• you need to follow up on an existing order

What to avoid

Avoid using external messages (email or generic contact) for:

• ongoing quotations
• active orders

This creates fragmentation and slows down the process.