Quotations and handovers · ASRR Tech
Why keep quotations and contact history connected?
Proposal context explains expectations and revisions. Ensure the next employee can retrieve relevant conversations and commitments alongside the document.
A practical example
A customer has verbally indicated a preferred option.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Connect relevant context.
- Summarise decisions.
- Check handover quality.
What does success look like?
The next employee understands why the proposal takes its current form.
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.