Quotation workflow checklist for industrial distributors

Use one recent component enquiry to walk through the questions below. Note which answers are clear and which require extra searching or clarification. The result can help you decide where to investigate first.

Receiving the request

  • Is the customer's request easy for the responsible person to find?
  • Are the part number, quantity and delivery requirement clear?
  • Is missing information identified before quotation preparation begins?

Preparing the quotation

  • Can staff find the approved product and pricing information?
  • Is the latest stock or lead-time information identifiable?
  • Is it clear who approves technical or commercial exceptions?
  • Are the same details being typed into more than one place?

Following up

  • Does the quotation have a named owner and next action?
  • Can another team member see the latest customer response?
  • Is a lost or stalled opportunity given a recorded reason when known?

After acceptance

  • Can staff link the accepted quote, purchase order and resulting order record?
  • Are corrections and missing information visible before final approval?