Submit appliance and utility details for an independent package decision and controlled completion.
Quote Specialist links a Draft kitchen package to the correct quote and organization. Enter the appliance count, utility supply and required-by date, then gather the site evidence needed for review.
Quote Specialist checks the package scope and submits Draft to Submitted. The submitted revision identifies exactly what the reviewer is being asked to assess.
Pricing Reviewer reviews the package independently and approves or rejects the submitted revision. Submitted moves to Approved or Rejected, retaining the decision date and operation evidence.
Quote Specialist requests completion after the agreed readiness work is satisfied. Approved moves to Completed through the guarded action. The parent quote's price and commercial state remain unchanged.
Auditor follows the package and receipt evidence. A repeated request should refer to the same outcome, and a request using an old revision should be refused.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.