The starting process
A team member finds the product and price, checks quantities, calculates the quote and asks whether a discount is allowed. Different sources can lead to inconsistent drafts.
Quote-preparation walkthrough
Before the quoteget the context right
Product information, quantities and approval rules belong together. See how a small workflow prepares a draft without making the commercial decision.
One concrete task. A clearer process.
This sample uses an illustrative product catalogue and a fixed discount rule. It checks the request, calculates a draft amount and identifies whether an exception needs review. It is a rule-based demonstration, not a live quotation service or a client result.
Interactive example · sample data
- Read the request
- Check product and quantity
- Apply the commercial rules
- Hold the draft for approval
Choose a scenario to see how the workflow handles it.
What the workflow changes
The workflow uses the approved catalogue and commercial rule to prepare a consistent draft. Unknown items stop the calculation. An exceptional discount is flagged before anything is sent.
What we would measure
For a real project, we would measure preparation time, draft corrections, exception volume and approval time. Product data, pricing authority and supervision remain part of the scope.