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Manufacturing

The RFQs keep landing, but samples and lead times drift apart.

Rocketly links price requests from email, WhatsApp, web forms and trade-show follow-ups to a single customer record. Drawing revisions, sample approval, the capacity and lead-time conversation and the serial order stage all move on one screen.

Why RFQ Traffic Slips Through a Manufacturer’s Hands

Price requests sit in one rep’s mailbox, another’s WhatsApp and a stack of trade-show cards, so no shared record shows who answered which RFQ.

Drawings and specification revisions travel as email attachments, so which revision a price was quoted against and which one the sample came from turns into an argument later.

After a sample ships the thread goes quiet: the buyer’s approval, the reason for rejection and the request for a second sample are on nobody’s follow-up list.

Capacity and lead-time questions are asked verbally on the shop floor, and because the answer is never written to the record, sales and planning can quote different dates.

Repeat orders and after-sales reports from serial customers live in people’s memory, so an account that has gone quiet is only noticed when the quarter closes.

Where an Industrial RFQ Reaches Your Desk

Corporate Email and RFQ Attachments

Most industrial requests arrive by email with drawings and specifications attached; the files stay on the customer record and bind to a quotation version.

WhatsApp Business

Quantity, tooling status and delivery-date questions arrive here as quick messages, and the thread attaches to the same RFQ record.

Website Quotation Form

A form with product family, quantity and a technical file field turns an incoming request straight into a classified record.

LinkedIn and Industry Directories

Purchasing managers looking for suppliers arrive from a profile or a directory listing, and the request is recorded with its source.

Trade-Show Cards and Visit Notes

Cards and visit notes collected at a fair are imported in bulk and each one is matched to a responsible sales engineer.

Phone and Switchboard Notes

A price question by phone is noted on the same record, and with a connected switchboard the call summary joins the conversation history.

What Rocketly Lifts Off Your Manufacturing Team

Gather RFQ Traffic in One Inbox

Corporate email, WhatsApp Business and a personal line, web forms, Telegram and the chat widget merge on one screen. Rocketly supports 12 channel types; the company decides which ones to open.

A Staged Pipeline from RFQ to Serial Order

Build your own stages: RFQ → Technical Review → Pricing → Sample → Sample Approval → Trial Order → Serial Order. The board shows which buyer is waiting on whom and what happens next.

Attach Drawing and Specification Versions to the Record

Drawings, tolerance lists and material specifications from the buyer land on the customer record. Which revision the price was quoted against and which one produced the sample stays readable.

Sample Requests and Approval Tracking

Sample preparation, shipping and buyer feedback open as separate tasks. Approval, revision requests and reasons for rejection are written to the record, and a second sample starts a new task chain.

Quotation Versions, Quantity Breaks and Validity Dates

Build quantity breaks, unit price, tooling cost and validity into a PDF quotation, share it through a buyer-specific link and follow view and approval status from the record.

Write the Capacity and Lead-Time Answer to the Record

The production window and delivery date you get from planning is written to the customer record, so sales, planning and shipping see the same date. Planning still owns the date itself.

Repeat Orders and Quiet Accounts

Customer health scores and segments list accounts whose ordering rhythm has slowed; the follow-up sequence drafts a message and the team approves the wording and the contact list.

AI Reply Drafts and Technical Thread Summaries

AI drafts replies from your product-family knowledge base and summarises long technical threads. It does not decide price, capacity or delivery date; the team approves the content.

Reports by Product Family and Buyer

With 38 ready-made report types, judge from your own data which product family reaches sampling and which buyer type reaches a serial order.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

What AI Speeds Up in Industrial Threads and What It Never Decides

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Replies

Produces drafts for recurring questions about product families, capacity ranges and process steps from your knowledge base; the engineer edits and decides whether to send.

Summarises Long Technical Threads

Compresses months of revision and sample messages so a rep taking over the account sees the context without reading it all.

Tags the RFQ by Product Family

Suggests the product family and request type from the thread and its attachments; the team confirms the tag and routes it to the right sales engineer.

Never Sets Price, Capacity or Lead Time

AI does not calculate a unit price, quote tooling cost, read machine load or promise a delivery date. Those belong to your costing and production planning teams.

How an RFQ Becomes a Sample and Then a Serial Order

01 · CONTROLLED HANDOFF

Moving a trade-show enquiry into sampling

01

A business card and the note taken at the stand become a record, with product family and estimated volume filled in.

02

AI drafts a reply from your product knowledge base; the sales engineer asks for the missing technical details and sends it.

03

The drawing the buyer sends is attached to the record with its revision number, and a technical review task opens.

04

Once review is done, a quotation version is prepared and shared through a buyer-specific link.

05

If the buyer asks for a sample, the record moves to the Sample stage and preparation and shipping tasks get owners.

Matching a drawing revision to a quotation version

When a new revision arrives, the file is added to the same record and the previous version stays archived.

The technical review task reopens, and changed tolerances and material notes are written to the record.

A new quotation version is prepared, carrying the revision it belongs to in its heading.

The approved version moves to the order stage and the file set for production planning is assembled from the record.

Answering a capacity and lead-time question from one record

The delivery date the buyer asks about becomes a task on the record and is routed to planning.

The production window and date planning returns are written to the record and the quotation validity is updated.

The sales rep edits the draft and replies; the date given stays in the record history.

If the date changes, a revision task opens on the record so shipping and sales see the same information.

Keeping repeat orders alive with a serial customer

Accounts in serial production are segmented by ordering rhythm and product family.

Accounts whose ordering interval stretches are listed by health score and a task opens for the rep.

The follow-up sequence drafts a plan for the new period; the team approves the wording and the send.

If an after-sales report arrives, a service task opens on the same record and the resolution is written back.

Automation Flows Around RFQ, Sampling and Lead Time

Use these examples to discuss triggers, owners and review points before configuring your own process.

Classify a New RFQ and Assign an Owner

So an incoming price request never waits unowned

1

Trigger: a new record arrives from a connected channel or the web quotation form.

2

Condition: assign the matching sales engineer by product-family tag and buyer country.

3

Action: move the record to Technical Review, list the missing files and prepare a reply draft.

4

If no contact is made within your chosen interval, notify the sales manager.

Feedback Chain After a Sample Ships

So a sample does not go quiet on the buyer’s desk

1

Trigger: the record moves to the Sample Shipped stage.

2

Action: open a feedback-request task and prepare a short message draft for the buyer.

3

Condition: on approval, move the record to trial order and update the quotation version.

4

On rejection or revision, write the reason to the record and start the second-sample chain.

Follow-Up as Quotation Validity Approaches

So a price does not age past its material and currency terms

1

Trigger: the quotation validity date approaches.

2

Condition: if the record is still at the decision stage, open a follow-up task for the rep.

3

Action: raise an internal task for costing and planning to confirm price and delivery window.

4

If the buyer does not respond, add the record to the quiet-opportunity segment and the visit plan.

Connections We Recommend for Manufacturers

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

Email (IMAP/SMTP)

Native connection

Attaching RFQ threads with drawings to a record

WhatsApp Business API

Native connection

Fast buyer messaging and sample follow-up reminders

LinkedIn Ads

Lead source

Campaign records aimed at purchasing managers arriving with their source

Google Calendar

Native connection

Syncing plant visit and audit appointments with the team

Webhook

Webhook connection

Notifying your own systems when a record reaches the order stage

CSV / Excel Import

One-time import

Bulk transfer of trade-show cards and the existing buyer list

The Order to Roll This Out in a Factory

Use these steps to review your process, responsibilities and permissions before going live.

1

Define the sales team and territory split

Create sales engineer, export manager and technical office users, and use roles to limit who sees which buyer record, quotation and technical file.

2

Set up product families and the pipeline

Define product families as tags, name the RFQ-to-serial-order stages the way you actually work and write down the document each stage must produce.

3

Connect channels and the quotation form

Connect the corporate mailbox and the WhatsApp line, then add a quotation form with product family, quantity and a technical file field to your site.

4

Fill the knowledge base and quotation template

Write product families, production methods, capacity ranges and quality processes. For price and lead-time questions, define a redirect to costing and planning.

5

Test the first three flows on sample records

Try RFQ routing, the sample feedback chain and quotation validity follow-up on test records before opening them to live buyer communication.

6

Set up reports and mark the system boundary

Open product family, channel and buyer type reports. ERP, MRP and production planning run in parallel; Rocketly is the RFQ, sample and quotation layer.

The Rocketly Capacity Behind Industrial Selling

0

Channel types where RFQ and sample requests land

0

Templates for quotation reminders and sample follow-up

0

Report types covering the quote-to-order line

0

Interface languages for overseas buyer threads

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Questions We Hear from Manufacturers

No. Your ERP, MRP and production planning software keep running alongside it, and work orders, routings, material requirement plans and costing stay where they are. Rocketly is the layer for RFQs, technical threads, samples, quotations and buyer communication. It makes the sales side visible without taking over your production system.

Yes. Connected sources such as corporate email, WhatsApp Business, a personal WhatsApp line, web forms, Telegram and the chat widget appear in the same inbox. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan. Every RFQ attaches to a customer record with a named owner.

Drawings, tolerance lists and material specifications from the buyer attach directly to the customer record, each new revision lands on the same record and the previous version stays archived. A quotation version carries the revision it belongs to, so which drawing produced the sample and which specification the price answered never becomes a dispute.

Yes. Sample preparation, shipping and buyer feedback open as separate tasks with owners. Approval, a revision request or the reason for rejection is written to the record, and a second sample starts a new task chain. Because everything awaiting a sample decision sits in one stage, you can see how many days each file has been waiting.

No. The production window and delivery date are decisions made by your planning team, which looks at machine load, material supply and the work order queue. Rocketly does not produce that decision. It routes the buyer’s question to planning as a task and writes the returned date onto the record and the quotation, so sales, planning and shipping speak with one date.

The interface is available in 3 languages: Turkish, English and Russian. You run the buyer thread in the language you choose, note the conversation language and time zone on the record and plan follow-up tasks accordingly. Long technical threads can be summarised, so a rep taking over an account does not need to reread the history.

Workflow Builder ships with 55 templates and 46 trigger types. You build flows around quotation validity, the sample shipping date or a stage change, and when your chosen interval passes a task opens for the responsible rep. AI prepares the reminder draft; your team approves the wording and decides when it goes out.

Customer health scoring and RFM-based segmentation list accounts whose ordering interval has stretched and whose messages have thinned out. A task opens for the responsible rep and the follow-up sequence drafts a plan for the new period. Reports show which product family is losing repeat orders, so visit planning follows the data rather than a hunch.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping company name, contact, country, product family and custom fields. Business-card lists collected at a fair load the same way. Checking the mapping with a sample file before the full import is recommended so duplicate records do not appear.

Manufacturing Companies

One Record from RFQ to Serial Order

Keep the drawing, the sample, the quotation version and the promised date together.

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