Quoting | Proposal submittal process

The quoting proposal submittal process represents the standard procedure for submitting an offer to the customer. It begins with the completed offer and ends with the acceptance or rejection of the offer by the customer.

The goal is the final-oriented negotiation of the offer with the customer while maintaining personal support.

• Responsibility: Sales Manager

• The final offer is handed over to the customer.
  

• Responsibility: Sales Manager

• After contacting the customer, an appointment is made with the customer to discuss the offer. In this context, the future project manager will be presented.

• If the offer is rejected, the customer is asked on what basis the decision was made so that suggestions can be made for continuous improvement and the customer's special requirements are documented in CRM. In addition, options for other forms of cooperation are discussed and the customer is included in ongoing support. 

• If the offer is accepted, the project is handed over to the project manager

• If the customer objects to the offer, it will be revised based on the comments.

• Responsibility: Management 

• The customer's feedback is incorporated and the offer is adapted accordingly.

• The revised offer is handed back to the customer and discussed in an appointment.