The inquiry carries the customer's drawing revision, material specification and annual quantity against an opportunity. The reviewer needs to see which submitted version is being considered and what evidence supports the answer. Approval and confirmed completion remain separate outcomes.
Relationship Owner creates Draft scope on engineering inquiries with linked opportunity, owning organization and technical review due date. Attach the applicable drawing evidence to the opportunity and make its relationship to this inquiry clear.
Relationship Owner requests Draft to Submitted using the current revision and operation key. Preserve the submitted drawing reference so later customer changes cannot silently alter the request being reviewed.
An eligible independent Sales Manager reviews the exact revision through the authorized action and approves or rejects it. Record review decisions with reviewed source revision, reviewer, reason and decision timestamp, and retain decision date with the inquiry's Approved or Rejected outcome.
Relationship Owner supplies evidence of the declared engineering handoff or other agreed external effect. Approved can become Completed only when that real effect is evidenced. A timeout or missing confirmation leaves the result unresolved for investigation.
Sales Manager checks the receipt and linked evidence. Auditor must be able to distinguish the submitted scope, independent decision and actual completion without treating a current file as proof of the earlier drawing version.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.