Sample desk · General business · lane: sales · one level down

Before you say yes: the quote to a new customer

Your desk · Sales · TuesdayNeeds your yes
What the agent drafted
  1. Quote 2207 for a new customer: 40 units, in two deliveries
  2. A cover note in your usual wording
  3. Your standard terms for a new account
What it checked on its own
  1. Every line price matches this month's price list
  2. The totals add up
  3. The delivery dates fit the production board
Left for you
  1. Is this the price you want for a first order?
  2. Send it, or hold it

What the person decidesThe agent did the typing and the checking. A first quote to a new customer commits your business, so it waits for your yes, and it goes out only after you give it.

Sample buttons. They do nothing here.

◂ Back to the Sales lane

Try us out

What the agent prepared, and what is left for you. Where next?

  1. Back to the Sales lane
  2. How a gate works
  3. Another lane: Inventory

This is my kind of work. Talk to us.

Guided intake · the desks are sample businesses, not real customers · replies come from the SogaStudio team.

Why this one waits for a person

A quote to a new customer is a promise in your name, and a price you may have to live with. The agent can prepare every part of it and check it against your price list, but the yes stays with a person. Once you trust a kind of quote, you can decide that kind runs on its own behind the same checks.