The sales representative manages the customer interaction with regards to the project quotation.

Activities

Name Responsible Description

Send project quotation to customer

Sales representative

Send a project quotation to a customer and update the quotation status from Approved to Sent.

Negotiate with customer

Sales representative

Negotiate the project quotation with the (potential) customer.

Register customer response

Sales representative

As a result of the negotiations with the customer, you can register these responses:

  • Confirm - The customer accepts the project quotation, and the project can be started.
  • Revise - The customer requires changes to the project quotation.
  • Lost quotation - The quotation does not lead to a sale. You can update the status to Lost. This ends the project quotation process.

For more information, refer to Update project quotation.

Activities

Name Responsible Description

Send project quotation to customer

Sales representative

Send a project quotation to a customer and update the quotation status from Approved to Sent.

Negotiate with customer

Sales representative

Negotiate the project quotation with the (potential) customer.

Register customer response

Sales representative

As a result of the negotiations with the customer, you can register these responses:

  • Confirm - The customer accepts the project quotation, and the project can be started.
  • Revise - The customer requires changes to the project quotation.
  • Lost quotation - The quotation does not lead to a sale. You can update the status to Lost. This ends the project quotation process.

For more information, refer to Update project quotation.

Related to Notes

Manage customer interaction

 

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