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.
Related KPIs : Unit Cost: Quote Generation, Email and Chat Contacts s a Percentage of Total Contacts, Percentage of Payments with Purchase Orders
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.
Download a Sample Quote-to-Order
Frequently Asked Questions
Q: How do you create your Workflow Templates?
A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years analyzing operations at hundreds of leading companies worldwide, documenting thousands of business processes at precise levels of detail. We’ve anonymized this data—drawn from millions of dollars’ worth of consulting assignments—and have made it available to you in easy-to-use templates at affordable OpsDog prices.
Q: What can a Workflow Template do for me?
A: Boost productivity, efficiency, and service levels! Broken business processes—marked by manual workarounds, downtime, and errors—are all too common. Many businesses write off this waste as “the cost of doing business.” But you know better than that! Simply select the OpsDog Workflow Template that best fits your situation, tweak it to your liking, and then use it to train employees, identify process improvements, inform an IT project, or re-design a workflow. That’s a lot of power in your hands, cheap!
Q: What’s in the box when I buy one?
A: Three handy versions, all in one zipped file. It’s yours to download immediately upon purchase, and includes your chosen Workflow Template in PDF format, plus Microsoft PowerPoint (which you can edit), and Visio (which you can also edit).
Q: Your download-able templates look great. But I need something custom. Can you help?
A: Heck yes. Our analysts would be happy to provide you with a more detailed Workflow Template than what we offer for instant download. We can also develop an entirely new, customized Workflow Template to fit your business; we specialize in this stuff and would love to help you! Simply email us (firstname.lastname@example.org) or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.
Customer Order Correction
This workflow template illustrates the processing and research required to determine if a missing or incorrect order was the fault of the client and/or the shipping company. Purchase and dow...
Type : Workflow Template
Process Participants : Product Support Representative, Customer Support Analyst, Technical Support Representative