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Sales
Quote and proposal production with governance
Business problem
Quotes and proposals are built in spreadsheets and docs; pricing and terms are inconsistent and risk is often caught late.
Impact when solved
Faster, consistent quotes; fewer errors and better visibility for sales and management.
Solution (3–6 steps)
- Capture opportunity data from CRM; generate draft quotes using approved rules and templates.
- Validate pricing and terms against playbooks; flag exceptions for approval.
- Route for sign-off by deal size and risk; sync approved quote back to CRM.
- Log every change and approval for audit and coaching.
Control points
- •Deal approval by threshold and discount
- •Traceability of pricing and terms
- •No binding commitment without human approval
Success indicators
- •Quote turnaround time
- •Exception rate and approval time
- •Win rate and post-deal corrections
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