TACTIXProcess templates
Sales Quote Process Template
A late or wrong quote loses the sale. This template shows every hand a quote passes through, the discount approval and the revision loop, from request to order.
Free. Lanes, steps and approvers come ready; you can change everything.
Process flow
Each row is a role (swimlane); steps run left to right.
| Sales | 1 · StartCapture the request | 3 · DocumentPrepare the quote | 5 · StepSend the quote | 7 · EndConvert to order | |||
|---|---|---|---|---|---|---|---|
| Technical team | 2 · StepTechnical and cost estimate | ||||||
| Sales manager | 4 · DecisionDiscount approval needed? | ||||||
| Customer | 6 · DecisionAccepted? |
Step by step
Capture the request
Technical and cost estimate
Prepare the quote
- Price and payment terms
- Validity date
Discount approval needed?
- No → Step 5: Send the quote
- Approved → Step 5: Send the quote
Send the quote
Accepted?
- Accepted → Step 7: Convert to order
- Revise → Step 3: Prepare the quote
Convert to order
Who does what? (RACI summary)
R: responsible · A: approves
| Step | Sales | Technical team | Sales manager | Customer |
|---|---|---|---|---|
| Capture the request | R | |||
| Technical and cost estimate | R | |||
| Prepare the quote | R | |||
| Discount approval needed? | R | |||
| Send the quote | R | |||
| Accepted? | R | |||
| Convert to order | R |
When to use it
- Quotes wait between sales and the technical team
- Discounts are given without approval
- Revisions are not tracked
Tips
- Make price, terms and validity checks in the quote step.
- Route the revise path back to the quote step.
- Review pending quotes weekly on the roadmap.
More process templates
Run the process with your team on one map
Open the template, give each step an owner and a date, and send it to your field team as step-by-step instructions and QR labels.