Vendor emailed or PDF'd you instead? (Log a reply / Fill from PDF)

Written By Timothy Murenzi

Not every vendor uses the link. When one replies by email or sends a PDF, you don't have to retype anything.

Log a reply (pasted text)

On the vendor's row in By vendor view, click Log a reply. Paste the vendor's message, then Parse with Walter — Walter reads the text and fills the per-item grid. Review and edit, then Save. It records as that vendor's response (marking them "responded" and advancing the quote status), ready to accept and apply.

Fill from PDF

If the vendor uploaded a PDF on their response page, their row shows the PDF filename (a download link) and a Fill from PDF button.

  1. Click Fill from PDF. Walter reads the PDF.

  2. A two-pane window opens — the PDF on the left, the editable fields on the right — so you can cross-reference line by line as you check Walter's work.

  3. Above the grid, an Additional information panel summarizes anything in the PDF that isn't tied to a specific item — payment/deposit terms, overall totals, tax/freight terms, warranty, validity notes, minimums, contacts.

  4. Adjust any values and Save.

Walter requirement: both the reply parser and the PDF reader use Walter (AI). If it isn't enabled, the tools return nothing and you enter values by hand — the pasted text and the vendor's PDF are still there for reference, and the PDF stays downloadable from the quote.