- Today
- A quote takes a day: looking up prices, checking stock and lead times, writing it up, and chasing the follow-up.
- Agents take over
- Agents assemble the quote from the price list, stock, and lead times, draft it in the company's format, and schedule the follow-up.
- A person decides
- A salesperson approves every quote before it goes out, and sets the margin floor the agents may not cross.
- The audit trail records
- Which prices and stock levels were used, who approved the quote, and when it was sent are recorded per quote.
- Your team owns
- The price rules, the margin floor, and the quote template belong to the sales team.