Quotation Forms and Tracking Features and Functions
Quotation Forms and Tracking Options: The process of quoting a job or work order to a customer, particularly in a manufacturing environment, isn't nearly as simple as it is in a distribution environment where everything is fairly simple and straight forward. Some people may want to utilize some form of worksheet to help them prepare a quotation, or note special customer specifications, and/or specific Bills of Material. Once the quotation has been completed, some form of tracking system needs to be in place to track the status of the discussions with the customer or prospect, and to note for planning purposes the probability of the job being awarded.
- Quotation preparation worksheet
- Customer specifications notepad
- Quotation bill of materials
- Quotation status tracking
- Probability of quotation award
Reports Features and Functions