Create a quote customers actually say yes to
Process map by Brian. 27 steps, 2 layers. Tags: business, sales, quoting.
- Sales rep: Customer asks: what will this cost?
- Sales rep: Confirm scope, quantities and timeline
- Sales rep: Build the quote from the price book
- Quoting tool (CPQ): Does it need approval?
- Sales manager: Approvals start
- Sales rep: Review the quote for errors
- Sales rep: Does it look right?
- Quoting tool (CPQ): Generate a branded PDF with an expiry date
- Sales rep: Send it with a note on the value, not just the price
- The customer: Reviews the quote
- The customer: Any questions or changes?
- Sales rep: Revise the quote and resend
- The customer: Accepts the quote
- Sales rep: Mark it won and hand off to the order process
- Sales rep: Fix lines, discounts or terms