Quotes, proposals and estimates

Elements

The pieces this function usually contains in a large organisation:

• Quote versions
• Quote to order conversion
• Expiry
• Margin check

Catalog items that already cover part of it

• Quote (cotización) TKT-0033
• Quote expiry & follow-up TKT-0034
• Quote to order conversion TKT-0035
• Estimate/quote to invoice BK-0069

Classification

Status

Present in catalog

Fit

Core candidate

Suggested module

TKT: Tickets, Orders & Order Types

Suggested attributes

Lite and Pro; priority Standard; always offline. Starting points only.

Cluster

B2B, contracts, procurement and public sector

Public excerpts

S04

Archetypes and companies

Home improvement and building-supply retail; Foodservice and broadline wholesale distribution; Construction, engineering and homebuilders; Equipment makers with dealer networks; Auto dealers, parts retail and service; Staffing, facilities and outsourcing; Aerospace, defense and government contractors.

Example companies in these archetypes: Home Depot, Lowe's, Menards, SRS Distribution, Sysco, US Foods, Performance Food Group, McLane, Core-Mark, C&S Wholesale, Fluor, Jacobs. These come from general knowledge unless a source code is shown on the archetype page; it is not a statement that each company runs every element, and it implies no relationship.

Closest industry pages

• Home improvement and hardware stores
• Furniture and home furnishings
• Wholesale food and grocery
• Wholesale: diversified, building and industrial supplies
• Wholesale electronics, office and technology distribution
• Construction and engineering
• Homebuilders and real-estate development
• Skilled trades and field service
• Industrial machinery and equipment
• Equipment rental and leasing

Next: Purchase orders, requisitions and approvals.

Status is a hand review against catalog names and descriptions and can be wrong. See the method.