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Update Final Quote Review Entry
QuoteNo
HistoricQuoteNo
Customer
QuoteRequestReceivedDate
QuoteTargetDate
SalesPerson
SalesLocationName
EstimatorName
QuoteDate
RevLevel
Does it meet Application Req?
AutoBOM used?
If no BOM, why not?
Was quote letter used?
If no quote letter, why not?
Terms checked?
Labor Hrs checked?
Is project margin above 30%?
If margin not 30%, why not?
Did the salesman accept this margin?
Final Quote Price (Ea)
Quantity
Final Cost Estimate (Ea)
Notes
Final Status of Quotation?
Approved
Approved w/ Exceptions
Not Approved
No Quote
If No, why?
If there are any exceptions, please list them here
Quote Approved
ONCE APPROVED - INSTRUCTIONS TO QUOTE TEAM:
> Update the network quote files with latest documents (QUOTE COVER LETTER, QUOTE BOM, CUSTOMER SUPPLIED DOCUMENTS, CONCEPT INFO, VENDOR QUOTES, ETC)"
> Forward the QUOTE COVER LETTER to sales / customer.
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