Quote-to-Order Process Infographic

1. 01 QUOTE
The sales department calculates a quote based on the complete
package of services or products to be provided. This quote
becomes the basis for the creation of a proposal.
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QUOTE -TO - ORDER
PROCESS OVERVIEW
Before a product is manufactured or services are delivered, a
lot happens behind the scenes. Here’s a look at how the sales
process develops from the time a quote is generated until an
order is placed. A configure, price and quote platform (CPQ) can
help you manage these tasks:
02 PROPOSAL /CONTR ACT
The quote is communicated and explained to the prospective
customer, with detailed explanations provided for pricing,
components, service packages or other value-added features.
A good CPQ platform can automate this step to save time for
sales representatives.
03 NEGOTIATION
Sales representatives and prospective customers can negotiate,
ask questions and share other information necessary for the
process. A CPQ platform can provide a virtual “negotiating
table” for this phase.
04 ORDER
If the sales representatives are successful, the prospect will
become a full-fledged customer and place an order. With a
CPQ platform in place, the work order, invoice and sales data
are forwarded to the appropriate departments within the
company for processing.