Quotations and handovers · ASRR Tech
How do you distinguish quotation versions?
Identify revisions and preserve the version sent. Connect approval to the correct scope so delivery does not use an outdated proposal.
A practical example
A customer accepts a revised proposal with different delivery details.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Identify the version.
- Preserve sent content.
- Connect approval to version.
What does success look like?
Everyone can retrieve the accepted version.
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.