Commercial Recycling Bins and Receptacles Workflow

Quotation Request Received

Type: Create Task

Quotation Request Received When an existing customer or potential client submits a quotation request for a specific product or service, our team receives notification through email or phone call. This triggers the initiation of the business workflow process. Upon receipt of the request, the sales executive reviews the details provided by the client to understand their requirements and preferences. The executive then consults with relevant departments such as production or logistics to ensure feasibility and compliance with company policies. Based on the information gathered, the sales executive proceeds to prepare a detailed quotation that meets the client's specifications. This may involve additional research, price negotiation, or customization of existing products/services. Once the quotation is ready, it is reviewed by the executive for accuracy before being forwarded to the client for review and approval.