Quote-to-Order Process Workflow Template

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Overview: Quote-to-Order Workflow Template

This workflow template illustrates the fielding of requests for quotations (RFQs) from sales leads, including initial quote generation, order detail confirmation and purchase order (PO) submission. Purchase and download this template in PDF and Visio (VSD) formats. You can customize it to fit your own organization, simply use it to better understand the Quote-to-Order process.

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Process Details and FAQ: Quote-to-Order

What is Quote-to-Order?

The Quote-to-Order process is initiated when a sales lead, or prospect, submits a request for quotation (RFQ) to a sales representative. After the RFQ has been reviewed by the appropriate personnel (typically sales team members) a quote is generated and sent to the customer for confirmation. If the customer approves the quote, the order undergoes final confirmation (pricing, order details, etc.) and payment details are collected from the customer. At this point, a purchase order (PO) is created, and the order is ready to be fulfilled.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Quote-to-Order process:

  • 1.Cycle Time: Quote Generation
  • 2.Quote-to-Close Rate
  • 3.Total Volume: Request for Quotation (RFQ)
  • 4.Unit Cost: Quote Generation

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Quote-to-Order process:

  • Customers
  • Sales Representatives
  • Sales Support & Administrative Staff

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF and Visio (VSD) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

Questions?Call: 844-650-2888Email: info@opsdog.com
  • Workflow Template



    - Instantly download files
    - Includes PDF, VSD file formats
    - Customize the Visio version
    - Workflows mapped in BPMN 2.0


    Call: 844-650-2888

    Email: info@opsdog.com

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