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Template to Map a Quotation Process
CSV template to map a quotation and approval process step by step: input, owner, condition, output, exception, wait time and follow-up. Use it to capture the real process with your team before improving or automating it.
In this guide
Instructions
- One row per step, in order.
- Write each step as verb plus object.
- In “Condition” write the rule that changes the path, including its threshold if any.
- In “Exception” note what happens when the step cannot be completed.
Bring it to your business
Download resource| No. | Step | Owner | Input | System or channel | Condition or rule | Output | Exception | Typical wait | Notes |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Synthetic example: register request | Advisor | Message with reference and quantity | WhatsApp; CRM | Request registered | Reference missing: ask the customer for it | |||
| 2 | Synthetic example: check stock | Advisor | Reference | Inventory | Stock confirmed | Out of stock: consult purchasing | |||
Keep exploring
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How to map your quoting and approval process
A quote that relies on one person’s memory is slow, approved inconsistently, and lost when that person is absent. This guide teaches you how to map your quoting and approval process: inputs, owners, conditions, outputs, exceptions and follow-up, with a complete example.