Quotations and handovers · ASRR Tech
What information passes from quotation to order?
Transfer accepted scope, customer details and delivery commitments. Check that changes agreed during sales are visible to the recipient.
A practical example
An agreed material choice must appear in the handover, not only an email.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Verify approval.
- Collect relevant choices.
- Ask recipient to review.
What does success look like?
The order journey starts with the accepted commitments.
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.