Plan a quotation workflow around authority and evidence.

01

Quotation follow-up worksheet

For five recent quotations, write down the reference, version, responsible person, date issued and promised follow-up date.

• Can you find the latest approved version?
• Is the customer's decision recorded?
• Is the next action assigned?

02

Find the break

Mark each missing item. Group recurring gaps into requirement review, internal approval, quotation delivery or customer follow-up. Start with the gap that prevents the next person acting.

03

Choose one improvement

Agree a single owner and record location for the next action. Review a new sample after the change. The worksheet is a self-review tool, not a benchmark or predicted sales improvement.