Record the customer's decision and follow the accepted revision into a connected order system.
The Quote Specialist confirms the approved revision, customer and validity date before recording acceptance. Compare the customer's response with the actual offer. Resolve a response referring to an earlier revision before changing the quote state.
The Quote Specialist records the customer's acceptance through the agreed procedure, moving the eligible quote from Approved to Accepted and retaining the acceptance date. Attach the supporting response. Hold an expired offer from acceptance and follow the team's renewal of the commercial decision.
The Quote Specialist requests handoff through the configured downstream order connection. Use the accepted revision and its line detail with the stable operation key. If the connection is unavailable, retain a Pending result without inventing an external order reference.
The Quote Specialist inspects the receipt and real external reference. Confirm the target system's response before reporting completion. The Pricing Reviewer investigates discrepancies under the reconciliation procedure while the accepted quote remains available as evidence.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.