How to Get a Quote

A visual guide to our quote generation and approval process.

Create Sales Ticket
A sales ticket is created and set to the 'SOW Needed' status.
Email Project Manager
An automated email is sent to the Project Manager to notify them of the new SOW request.
Create SOW in ScopeCraft
The Project Manager uses the ScopeCraft application to build the Statement of Work.
Export & Attach SOW
The completed SOW is exported and attached to the sales ticket.
Set to Approval Status
The sales ticket status is updated to 'SOW Approval'.
Email Approver
An automated email is sent to the designated approver for final review.

Approval Path

SOW Approved
The approver agrees with the Statement of Work.
Create Opportunity
An opportunity is created and linked to the sales ticket.
Close Ticket, Prep Proposal
Ticket is closed ('Oppty Created'), and the opportunity is set to 'Ready for Proposal'.
Email Procurement & Prepare Quote
An email is sent to procurement, who then prepares the quote in Sell.

Rejection Path

SOW Not Approved
The approver requests changes or requires clarification.
Request Change/Meeting
Approver details required changes in the ticket or schedules a meeting for clarity.