Quoting
Quoting prices each Deal from list Price, inside the discount Limit, with terms ready to sign.
Outcome
| Part | This Process |
|---|---|
| Outcome | Each Deal gets a Quote from list Price inside the discount Limit, and follow-up continues until it is won or lost. |
| Reads | Deal |
| Leaves | Quote, Agreement |
| Runs in | Each Startup |
Accountable
Responsible: Sales Engineer.
Consulted: Security Engineer, Contracts Manager.
Informed: Finance Lead.
Workflows
| Workflow | Runs | Team |
|---|---|---|
| Send a quote | on Deal.created | Sales Team |
Who does each step
| Workflow | Step | Role | Calls | Approval |
|---|---|---|---|---|
| Send a quote | 1. Read the Deal and the buyer’s required terms. | Sales Lead | Deal.get | None |
| Send a quote | 2. Price from list Price, inside the discount Limit. | Sales Lead | Quote.create | None |
| Send a quote | 3. Answer the security questionnaire from the inherited compliance Evidence. | Sales Engineer | Document.create | None |
| Send a quote | 4. Send the Quote with click-to-sign terms. | Sales Lead | Quote.send | Asks first; waits 1 business hour |
| Send a quote | 5. Enroll the buyer in the quote follow-up Sequence until the Deal is won or lost. | Prospector | Contact.enroll | None |
Events
| Direction | When | What happens |
|---|---|---|
| In | On Deal.created | Starts Send a quote |
| Out | Quote.created | Raised by step 2 of Send a quote |
| Out | Document.created | Raised by step 3 of Send a quote |
| Out | Quote.sent | Raised by step 4 of Send a quote |
| Out | Contact.enrolled | Raised by step 5 of Send a quote |
Plays
Controls
No Control names this Process or a Workflow of it.
Settings
| Setting | Type | Default | Say | Set with |
|---|---|---|---|---|
quotes.discountLimit | number | 10 | Allow discounts up to 10% without asking me | Setting.update |
quotes.validDays | integer | 30 | Keep quotes open for 30 days | Setting.update |
Failure
A failed step retries; when retries run out, the Action goes to the Sales Lead.
Loop
| Step | Value |
|---|---|
| Hypothesis | A Quote sent within one hour of the request closes more Deals than a Quote sent the next day. |
| Measure | Outside paid Orders over 30d, at least 30 observations |
| Learn | The learn step reads the Readout, records Evidence and a Decision, and drafts the next Variant. |
Code
Turn on quotingEnable
On by default for Dataset API, Headless SaaS, SaaS, Agent as a Service, Services-as-Software, E2E managed service. Process.pause stops new Actions; Actions in progress finish.
Allow discounts up to 10% without asking meExample
A security-questionnaire tool opens a Deal with a 300-person software vendor. Send a quote prices the $12,000 annual plan at 10% off, inside the 15% discount Limit. The vendor signs the click-to-sign terms in two days.