Quotations and handovers · ASRR Tech
What should you record after a rejected quotation?
Keep the known rejection reason and relevant explanation. Separate product fit, timing and price so analysis can lead to different improvements.
A practical example
The proposal fits but the project is postponed indefinitely.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Ask the reason.
- Record factual context.
- Close follow-up actions.
What does success look like?
The rejection is understandable without an invented cause.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Quotations and handovers: the wider process
A quotation records the offer, its conditions and the customer’s next step. Make the version received by the customer identifiable. Changes to price or scope can affect follow-up, scheduling and delivery. Agree who can make changes, who reviews them and what approval is sufficient for the next step. Walk through an example from enquiry to handover. Include a rejected quotation and a change after sending; these often reveal unclear expectations.