Review and acceptance

Record an independent decision on the priced revision before recording the customer's acceptance.

Step by step

Prepare the review evidence Quote Specialist

Quote Specialist confirms that the priced quote, lines and supporting attachments describe the same offer. Pricing Reviewer checks the source revision and validity before deciding.
- Establish the offer and evidence to be examined
- Updates Quotes, Quote lines, Record attachments
Decide the quote revision Pricing Reviewer

Pricing Reviewer independently approves, rejects or returns the eligible revision. Record the reason and the source revision with the decision so the preparer can understand what was authorized or needs correction.
- Retain the independent decision and its revision basis
- Updates Quotes, Review decisions, Team members, Operation receipts
ApprovalA person approves before the work moves on.
Resolve returned work Quote Specialist

Quote Specialist follows the reviewer's reason when preparing a returned offer for another review. Submit the changed offer for a fresh decision rather than treating the earlier review as approval of new work.
- Correct the draft using the recorded reason
- Updates Quotes, Quote lines, Review decisions
Record customer acceptance Quote Specialist

Quote Specialist confirms the customer response against the approved revision and records acceptance while the quote is valid. Retain the acceptance date and supporting evidence before starting the downstream handoff.
- Record eligible customer acceptance separately from approval
- Updates Quotes, Record attachments, Operation receipts

And how to keep it from happening.

The quote preparer also acts as its independent reviewer. Use different people and verify the actual actor identity.
Customer acceptance refers to an older offer. Confirm the revision before recording Accepted.
An expired offer is accepted without resolving its validity. Follow the agreed commercial policy and obtain a current eligible decision.
A repeated request creates conflicting decision evidence. Retry the original submission and check that it returns the recorded decision.

Start free, then use Proto to change fields, steps and approvals before your team goes live.