Assessment
Where could your quoting workflow improve?
A workflow self-assessment, not a deployment certification. Answer what applies to one recurring package; unanswered and not-applicable items are excluded.
Complete
Do quotes include required accessories and modifications?
Complete
Is installation or commissioning quoted in the same offer?
Complete
Do you ask clarifying questions before quoting?
Sourced
Can you show where each spec or rating came from?
Sourced
Do you know when that information changes?
Sourced
Do quotes say what’s assumed or left out?
Controlled
Are discount and term limits checked before sending?
Controlled
When a manager approves a quote, is it the version that gets sent?
Controlled
Do quote expiry dates match real deadlines?
Deliverable
Are install dates backed by a booked crew?
Deliverable
Do customers know which dates are estimates?
Deliverable
Could a customer’s buying software read your quote?
Your next step
Turn your workflow review into a starting plan.
Bring one recurring quoting challenge. Agree the information, reviewers and measures for a useful first evaluation.
Explore a design partnership