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rfq-drafting

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Original

English
🇨🇳

Translation

Chinese

RFQ drafting

RFQ邮件起草

Drafts the email that asks for or answers a freight quote. Direction matters: inbound and outbound have different structures, different tones, and different required fields.
起草用于询价或回复货运报价的邮件。方向十分重要：入站和出站邮件的结构、语气及必填字段均有所不同。

Read the profile first

先读取配置文件

Pull from 
CLAUDE.md
:
  • Company identity (legal name, address, contact, sign-off block)
  • Reference format
  • Default incoterms (inbound and outbound)
  • Default currency
  • Agent network for lane suggestions
  • Lane preferences and time-critical defaults
  • Example RFQ captured at cold-start (for tone)
If no profile, prompt the operator to run 
/freight-forwarding:cold-start-interview
first. Skill refuses to draft without identity, because a draft with placeholder sender details is worse than no draft.
从
CLAUDE.md
中提取以下信息：
  • 企业身份信息（法定名称、地址、联系方式、落款栏）
  • 参考格式
  • 默认国际贸易术语解释通则（incoterms，入站和出站分别设置）
  • 默认货币
  • 用于航线推荐的Agent网络
  • 航线偏好和时效优先默认设置
  • 冷启动阶段采集的RFQ示例（用于确定语气）
如果没有配置文件，提示操作人员先运行
/freight-forwarding:cold-start-interview
。本Skill在没有身份信息的情况下拒绝起草邮件，因为带有占位符发件人信息的草稿不如不写。

Classify direction

分类邮件方向

First decide: is this inbound (we're answering a customer) or outbound (we're asking a carrier/agent)?
Signals:
  • "draft RFQ to [an agent name we recognize]" → outbound
  • "respond to RFQ from [customer]" or pasted customer enquiry → inbound
  • "ask Aramex / DHL / our Frankfurt agent for a rate" → outbound
  • "the customer wants a quote on" → inbound
If genuinely ambiguous, ask once: "This for the carrier (asking for a rate) or for the customer (replying with a quote)?"
首先确定：这是入站邮件（我们回复客户）还是出站邮件（我们向承运人/Agent询价）？
判断信号：
  • "draft RFQ to [我们认可的Agent名称]" → 出站
  • "respond to RFQ from [客户]" 或粘贴的客户询价内容 → 入站
  • "ask Aramex / DHL / our Frankfurt agent for a rate" → 出站
  • "the customer wants a quote on" → 入站
如果确实存在歧义，询问一次："这是发给承运人（询价）还是发给客户（回复报价）？"

Outbound RFQ — workflow

出站RFQ — 工作流程

Required fields

必填字段

Gather, then draft:
  • Origin — city + country + (airport IATA / port / postal code)
  • Destination — same
  • Cargo — pieces × dimensions, gross weight (compute chargeable via the 
    cargo-calculation
    skill if not already done)
  • Commodity — generic description; HS code if known
  • Incoterms — from profile default if customer didn't specify
  • Ready date or "ready immediately"
  • Special requirements — time-critical, ADR, temperature, automotive line-stop, OBC eligible, DG class
  • Carrier(s) to send to — from profile agent network, or operator-named
收集以下信息后再起草邮件：
  • 始发地 — 城市+国家+（机场IATA代码/港口/邮政编码）
  • 目的地 — 同上
  • 货物 — 件数×尺寸、毛重（如果未计算计费重量，调用
    cargo-calculation
    Skill完成计算）
  • 货物类别 — 通用描述；若已知则提供HS编码
  • 国际贸易术语解释通则（incoterms） — 如果客户未指定，使用配置文件中的默认值
  • 准备就绪日期 或 "立即就绪"
  • 特殊要求 — 时效优先、ADR、温控、汽车生产线停线、OBC资质、危险品等级
  • 收件承运人 — 来自配置文件的Agent网络，或操作人员指定的对象

Lane-specific routing

特定航线路由

When the lane matches a lane in the profile, suggest the trusted agents for that lane in priority order. "For OTP–FRA you usually go to [Agent A] then [Agent B] — send to both for benchmark?"
If the lane isn't in the profile, ask: "New lane — who should I send to? Want to add this to the profile?"
当航线与配置文件中的航线匹配时，按优先级推荐可信Agent。例如："对于OTP–FRA航线，您通常优先选择[Agent A]，其次是[Agent B] — 是否同时发送给两者以对比报价？"
如果航线不在配置文件中，询问："新航线 — 我应该发给谁？是否需要将该航线添加到配置文件中？"

Time-critical flagging

时效优先标记

If the operator marks the shipment as time-critical, AOG, or automotive line-stop, or the deadline is under 24h:
  • Add 
    [URGENT]
    or 
    [AOG]
    in the subject line
  • State the deadline explicitly (date and time)
  • Ask for ETD/ETA confirmation, not just rates
  • For AOG specifically: hand off to the 
    aog-response
    plugin if installed — this plugin is general; AOG has a specialized workflow
如果操作人员标记货物为时效优先、AOG或汽车生产线停线，或者截止时间在24小时内：
  • 在邮件主题中添加
    [URGENT]
    或
    [AOG]
  • 明确说明截止时间（日期和时间）
  • 要求确认预计离港时间/预计到达时间，而不仅仅是报价
  • 对于AOG情况：如果已安装
    aog-response
    插件，则移交至该插件处理 — 本插件为通用型，AOG有专门的工作流程

Template (EN)

英文模板

Subject: RFQ – [Origin IATA] > [Destination IATA] | [Ready date] | Ref [REF]

Dear [Agent name],

Please quote your best rate for the below:

Origin:           [city, country, IATA/port]
Destination:      [city, country, IATA/port]
Cargo:            [pieces] × [L × W × H cm] / GW [X] kg / CBM [X] / CW [X] kg
Commodity:        [description] (HS [code if known])
Incoterms:        [term + named place]
Ready date:       [date, time if relevant]
Mode:             [air / sea / road]
Special:          [time-critical / ADR / temp / none]

Please include:
- All-in rate (currency: [CCY])
- Transit time door-to-door
- Earliest pickup slot
- Validity period of the rate
- Any surcharges (fuel, security, war risk if applicable)

Reply by [deadline if any].

Best regards,
[Sign-off from profile]
[Company]
[Reference: REF]
Subject: RFQ – [Origin IATA] > [Destination IATA] | [Ready date] | Ref [REF]

Dear [Agent name],

Please quote your best rate for the below:

Origin:           [city, country, IATA/port]
Destination:      [city, country, IATA/port]
Cargo:            [pieces] × [L × W × H cm] / GW [X] kg / CBM [X] / CW [X] kg
Commodity:        [description] (HS [code if known])
Incoterms:        [term + named place]
Ready date:       [date, time if relevant]
Mode:             [air / sea / road]
Special:          [time-critical / ADR / temp / none]

Please include:
- All-in rate (currency: [CCY])
- Transit time door-to-door
- Earliest pickup slot
- Validity period of the rate
- Any surcharges (fuel, security, war risk if applicable)

Reply by [deadline if any].

Best regards,
[Sign-off from profile]
[Company]
[Reference: REF]

Template (RO)

罗马尼亚语模板

Subiect: Cerere ofertă – [Origine] > [Destinație] | [Data] | Ref [REF]

Bună ziua [Nume],

Vă rog cea mai bună cotație pentru:

Origine:           [oraș, țară, IATA/port]
Destinație:        [oraș, țară, IATA/port]
Marfa:             [colete] × [L × W × H cm] / GB [X] kg / CBM [X] / GT [X] kg
Comoditate:        [descriere] (HS [cod dacă e cunoscut])
Incoterms:         [termen + loc]
Data gata:         [data]
Mod:               [aerian / maritim / rutier]
Special:           [time-critical / ADR / temperatură / nimic]

Vă rog includeți:
- Tarif total (monedă: [CCY])
- Timp de tranzit door-to-door
- Cel mai apropiat slot pickup
- Validitate ofertă
- Suprataxe (fuel, security, war risk dacă e cazul)

Răspuns până la [deadline].

Cu stimă,
[Semnătura din profil]
[Companie]
[Ref: REF]
Subiect: Cerere ofertă – [Origine] > [Destinație] | [Data] | Ref [REF]

Bună ziua [Nume],

Vă rog cea mai bună cotație pentru:

Origine:           [oraș, țară, IATA/port]
Destinație:        [oraș, țară, IATA/port]
Marfa:             [colete] × [L × W × H cm] / GB [X] kg / CBM [X] / GT [X] kg
Comoditate:        [descriere] (HS [cod dacă e cunoscut])
Incoterms:         [termen + loc]
Data gata:         [data]
Mod:               [aerian / maritim / rutier]
Special:           [time-critical / ADR / temperatură / nimic]

Vă rog includeți:
- Tarif total (monedă: [CCY])
- Timp de tranzit door-to-door
- Cel mai apropiat slot pickup
- Validitate ofertă
- Suprataxe (fuel, security, war risk dacă e cazul)

Răspuns până la [deadline].

Cu stimă,
[Semnătura din profil]
[Companie]
[Ref: REF]

Inbound RFQ — workflow

入站RFQ — 工作流程

Required fields (read from the customer's email)

必填字段（从客户邮件中提取）

Extract or ask for:
  • Shipper / Consignee (full address)
  • Cargo (pieces, dimensions, weight)
  • Commodity
  • Incoterms
  • Ready date / required delivery date
  • Special requirements
  • Volume frequency (one-off or recurring; affects rate strategy)
提取或询问以下信息：
  • 托运人/收货人（完整地址）
  • 货物（件数、尺寸、重量）
  • 货物类别
  • 国际贸易术语解释通则（incoterms）
  • 准备就绪日期/要求交付日期
  • 特殊要求
  • 货量频率（一次性或定期；影响报价策略）

Quote response structure

报价回复结构

If the operator wants to send the customer a quote now (rates already known), draft as:
Subject: Quote – [Origin] > [Destination] | [Customer ref or our REF]

Dear [Customer name],

Thank you for your enquiry. We are pleased to quote:

Service:          [air / sea / road / multimodal]
Origin > Dest:    [details]
Cargo:            [pieces / weight / CBM / CW]
Transit time:     [X] business days door-to-door
All-in rate:      [amount] [CCY] — [terms: all-in / + duty + VAT / etc.]
Validity:         [date]
Pickup slot:      [date range]

The rate includes: [pickup / freight / arrival handling / delivery / customs as applicable]
The rate does not include: [duty, VAT, demurrage beyond X days, abnormal handling]

[Standard disclaimer from profile]

Please confirm by [date] to secure the slot.

Best regards,
[Sign-off]
If rates aren't known yet — the operator is acknowledging receipt only — draft an interim:
Subject: Re: Your RFQ – received, quoting

Dear [Customer name],

Confirming receipt of your enquiry on [reference]. We are sending to our
carrier panel and will revert with a fully validated quote by [date/time].

In the meantime, please confirm:
- [Any missing fields]
- [Validity of the cargo info — same shipment as previously, or new specs]

Best regards,
[Sign-off]
如果操作人员希望立即向客户发送报价（已掌握费率），按以下模板起草：
Subject: Quote – [Origin] > [Destination] | [Customer ref or our REF]

Dear [Customer name],

Thank you for your enquiry. We are pleased to quote:

Service:          [air / sea / road / multimodal]
Origin > Dest:    [details]
Cargo:            [pieces / weight / CBM / CW]
Transit time:     [X] business days door-to-door
All-in rate:      [amount] [CCY] — [terms: all-in / + duty + VAT / etc.]
Validity:         [date]
Pickup slot:      [date range]

The rate includes: [pickup / freight / arrival handling / delivery / customs as applicable]
The rate does not include: [duty, VAT, demurrage beyond X days, abnormal handling]

[Standard disclaimer from profile]

Please confirm by [date] to secure the slot.

Best regards,
[Sign-off]
如果尚未掌握费率 — 操作人员仅需确认收到询价 — 起草临时回复：
Subject: Re: Your RFQ – received, quoting

Dear [Customer name],

Confirming receipt of your enquiry on [reference]. We are sending to our
carrier panel and will revert with a fully validated quote by [date/time].

In the meantime, please confirm:
- [Any missing fields]
- [Validity of the cargo info — same shipment as previously, or new specs]

Best regards,
[Sign-off]

Negotiation reply

协商回复

If the customer pushed back on a previous quote, draft a counter that:
  • Acknowledges the price point without conceding
  • Surfaces what's negotiable (transit time tradeoff, mode swap, consolidation)
  • Holds firm on what isn't (margin floor from profile, if defined)
Refer to the captured example RFQ in the profile for tone. Do not invent a softer or harder tone than the operator's actual style.
如果客户对之前的报价提出异议，起草回复时需：
  • 认可客户的价格诉求但不轻易让步
  • 说明可协商的内容（时效权衡、运输方式更换、拼箱）
  • 明确不可协商的内容（配置文件中定义的利润底线）
参考配置文件中采集的RFQ示例确定语气。不得自行调整语气，需严格遵循操作人员的实际风格。

Cargo calculation handoff

货物计算移交

If the operator gives dimensions but no chargeable weight, run the 
cargo-calculation
skill first, then embed the result in the email. Don't draft an RFQ with missing cargo metrics.
如果操作人员提供了尺寸但未提供计费重量，先运行
cargo-calculation
Skill，再将结果嵌入邮件。不得在货物指标缺失的情况下起草RFQ邮件。

Gmail / Outlook integration

Gmail / Outlook集成

If Gmail or Outlook MCP is connected:
  • Offer to draft directly in the operator's inbox (as a draft, not sent)
  • Search the recent thread for context — has this lane been quoted before by this agent? Mention it in the draft
  • Tag with the reference so the agent's reply lands in the right thread
If MCP is not connected, present the email as text the operator can paste.
如果已连接Gmail或Outlook MCP：
  • 提供直接在操作人员收件箱中起草邮件的选项（仅生成草稿，不发送）
  • 搜索近期对话线程获取上下文 — 该Agent是否曾为该航线报价？在草稿中提及相关信息
  • 添加参考标签，确保Agent的回复能归入正确的对话线程
如果未连接MCP，将邮件以文本形式呈现，供操作人员复制粘贴。

What this skill does not do

本Skill不具备的功能

  • It does not bind the operator to a rate. Drafted quotes are drafts.
  • It does not negotiate without supervision. Counter-offers are surfaced to the operator for review.
  • It does not handle charter, OBC, DG, or AOG enquiries — those are high-stakes and route to the specialized plugins (
    air-charter
    , 
    obc-nfo
    , 
    dangerous-goods
    , 
    aog-response
    ). If those plugins aren't installed, draft a minimum-viable holding reply and flag to the operator that this needs specialist handling.
  • 不约束操作人员接受某一费率。起草的报价仅为草稿。
  • 未经监督不进行协商。还价方案需提交给操作人员审核。
  • 不处理包机、OBC、危险品或AOG询价 — 这些属于高风险业务，需移交至专用插件（
    air-charter
    、
    obc-nfo
    、
    dangerous-goods
    、
    aog-response
    ）处理。如果未安装这些插件，起草最简临时回复并向操作人员标记该业务需要专业处理。