"Keep machine-shop RFQs from disappearing in a shared email inbox"
"Source","https://bluefinchadvisors.com/blog/keep-machine-shop-rfqs-from-disappearing-in-a-shared-email-inbox"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Message thread reference","RFQ reference","Current scope reference","Staff owner","Next-action date","Next unresolved decision","Missing required fields"
"Thread-EXAMPLE-1","RFQ-A","Part-A-rev-B","Estimator-A","2026-10-14","Clarify requested quantity","None"
"Thread-EXAMPLE-2","RFQ-B","New-revision-package-B","","2026-10-15","Assign estimator to inspect received change","Staff owner"

"Use this worksheet"
"Examples are fictional. Enter no email contents or drawings."
"The worksheet reads no mailbox and sends no reply."
"Update the actual RFQ record after agreeing ownership and the next response."

"Sources"
"Xometry: Information needed for a production quote","https://www.xometry.com/how-xometry-works/request-a-quote/"
"HubSpot: Create tasks","https://knowledge.hubspot.com/tasks/create-tasks"
"BlueFinch: Business dashboard scope and demo","https://bluefinchadvisors.com/toolbox/business-dashboard"