Obtain an independent revision decision and record the customer's acceptance within the quote's validity.
Pricing Reviewer locates the quote in the review queue and confirms the owner, customer and organization. Read the priced lines and scope evidence before deciding.
Pricing Reviewer chooses Approve, Reject or Return and records a reason. The guarded action checks reviewer independence, the expected revision and expiry conditions, preserving decision and operation evidence.
Quote Specialist reads the decision reason and follows the agreed correction and revision procedure. Any changed proposal returns through pricing and review for a fresh decision on the new revision.
Quote Specialist confirms the customer's acceptance and submits it for the approved quote revision. The acceptance action checks the current revision and validity before recording Accepted and its acceptance time.
Quote Specialist checks the accepted scope and supporting files. The Accepted quote and its preserved lines provide the content for the configured order connection.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.