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Sales Quotation

The Sales Quotation process is a critical operation that begins when a potential buyer shows interest in your products or services and requests a quote. It involves providing an itemized list of offerings, along with their prices, payment terms, and delivery details.

Workflow template includes the following steps

Step 1 — Receive Inquiry

This step involves receiving a request for a quote from a potential customer. The customer might express interest in certain products or services and ask for their prices and other details.

Due Date

Output Field Conditions

Step 2 — Prepare Quotation

In this step, the sales team prepares an itemized list of the products or services the customer is interested in, along with their prices, payment terms, and delivery details.

Output Field

Step 3 — Internal Approval

The prepared quotation is then sent for internal approval. This could involve the sales manager or other higher authorities in the organization.

Due Date

Output Field Conditions

Step 4 — Send Quotation

Once approved, the quotation is sent to the potential customer. This could be done via email, post, or any other agreed-upon method.

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Conditions

Step 5 — Follow Up

The sales team follows up with the customer after sending the quotation. This could involve answering any queries the customer might have or negotiating the terms and conditions.

Output Field

Step 6 — Finalize Deal

Once the customer agrees to the terms and conditions in the quotation, the deal is finalized. This involves the customer accepting the quotation and placing an order.

Due Date

Output Field Conditions

This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Sales Quotation

The Sales Quotation process is a vital part of any business that sells products or services. It is the initial step in the sales cycle, where a potential customer expresses interest in a business’s products or services and asks for a quote. This process requires a great deal of collaboration, internal approvals, and persistent follow-ups. The detailed and accurate quotation not only helps to secure potential customers but also establishes a professional image of the business. It provides a clear understanding of the offerings, their prices, and the terms and conditions of the sale. This process, when done correctly, can significantly improve the conversion rate of prospects to customers, thereby increasing revenue. It also ensures that both parties are on the same page, reducing the chances of future disputes. Additionally, it aids in inventory management as it helps in forecasting demand and planning accordingly. Therefore, having a well-defined and efficient Sales Quotation process is beneficial for any business.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

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With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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