Get the priced scope in front of the customer and secure a signed commitment.

Trigger

Priced estimate handed off from the Estimator.

Owner

Sales Director

Inputs

• Priced estimate.

Required conditions

• Sales Director review complete.

Steps

1. Review the estimate.
2. Package it as a customer-facing proposal.
3. Send the proposal to the customer.
4. Negotiate terms within approved pricing exceptions.
5. Record the customer's decision.

Decision points

• Does the customer accept, request changes, or decline? → Revise and resend, or close as lost.

Outputs

• Sent proposal; customer commercial decision recorded.

Handoff

General Manager / Executive

Failure / exception path

Customer declines or goes silent past the SLA window — opportunity marked lost with a reason, feeding win/loss reporting.

Related system objects

Future automation opportunity

Auto-flag proposals awaiting customer response past the Customer Communication Standard SLA window.

Required data

• Proposal sent date
• Customer response date
• Outcome and decline reason