Calculation and customer quote
Build sales price, margin, terms and the customer-facing quote from selected items and sourcing decisions.
What this process solves
The customer receives a controlled quote while the team retains the full calculation and decision history.
When to use it
- When sourcing or resource selection is complete.
- When commercial alternatives or versions are required.
- When the customer accepts all or part of a quote.
How the process works
- 01
Build the calculation
Cost, exchange rate, expenses, discount and target margin produce the sales price.
- 02
Generate a quote version
The document receives items, terms, validity and a controlled version number.
- 03
Track the response
Delivery, status, comments, partial acceptance and next action stay in the project.
Process outcome
- Faster quoting without duplicate entry.
- Margin and approval control.
- Clear handoff from accepted quote to operations.