Independently decide a priced revision and record customer acceptance while the approved offer remains valid.
Pricing Reviewer opens the quote in Review and reads its calculated lines, customer context and attachments. Compare the expected revision with the offer being decided and check its validity date.
Pricing Reviewer independently records Approve, Reject or Return with a reason. Approve moves the offer to Approved; Reject moves it to Rejected; Return records the reason for further preparation. The decision retains its source revision and operation key.
Quote Specialist follows the review reason when an offer is returned. Prepare the corrected draft and run the pricing cycle again before requesting another commercial decision. Preserve the previous review history.
Quote Specialist records the customer's response against the Approved revision. The guarded action checks revision and expiry before moving the quote to Accepted and recording its acceptance date. Retain customer evidence with the offer.
Quote Specialist locates the accepted quote and its line scope for the downstream order connection. An unresolved or expired offer must be resolved before this process can produce an accepted commitment.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.