Explore Quotation planning in GreatWork.ai. Define item references, commercial review ownership, revision records and customer-facing approval requirements.
Make quotation preparation easier to review by agreeing on its customer context, item references and approval owner. Plan the information needed to explain the proposed commercial scope and any questions still open. Explore Quotation around a consistent administrative route from preparation through review, so colleagues understand which version is intended for the customer and who approved its use in that discussion.
All modules · ERP & Finance
Where Quotation fits
Begin with the products or services being discussed and the reference information needed to describe them accurately. Define who checks quantities, conditions and other commercial details under your internal process. Agree how revisions are recorded and who approves a changed customer-facing version. Discuss reports around quotations waiting for clarification. During setup, review the relationship with product, customer and sales records. Keep assumptions and supporting references attached to the discussion so later handoffs do not rely on an unexplained total, an outdated document or a verbal change without an owner.
Practical workflows to discuss
- Plan review of a quotation containing revised item scope.
- Outline clarification ownership before customer-facing approval.
- Define version references for a quotation under discussion.
Plan your setup
- Which item and customer references must the reviewer confirm?
- Who authorizes changes to the proposed commercial details?
- How is the approved version distinguished from earlier drafts?
Explore Quotation
Review this module in the GreatWork.ai live catalogue and discuss the records, reporting and configuration your team needs.
Related modules
Business suites: Sales, CRM & Marketing.
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