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.
Explain the chat inside quotations and orders.
Users can:
- send messages
- attach files
- follow communication history
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