Inquiry And Quotation | Optiwise
Learn how Optiwise helps manufacturers manage enquiries, customer requirements, quotation versions, costing, approvals, follow-ups, and conversion to sales orders.
Inquiry And Quotation | Optiwise
Inquiry and quotation management helps manufacturers handle customer enquiries, technical requirements, costing, quotation versions, approvals, follow-ups, and conversion to sales orders. This is where many manufacturing opportunities are won or lost.
AICAN Optiwise helps manufacturers organize enquiry-to-quotation workflows so sales, costing, production, and management teams work from the same information.
Capture enquiries properly
An enquiry should include enough detail for costing and production review.
Track:
- Customer name
- Product or project requirement
- Quantity
- Technical specification
- Drawing or reference where applicable
- Required delivery date
- Commercial terms
- Follow-up owner
Incomplete enquiries create weak quotations.
Build quotation discipline
Quotation management should support versions and approvals.
Track:
- Quotation number
- Version history
- Material cost
- Process cost
- Margin
- Taxes and terms
- Approval status
- Validity date
This protects pricing and reduces confusion.
Connect quotation with production feasibility
Manufacturers should check whether a quotation is operationally feasible.
Review:
- Material availability
- Production capacity
- Tooling or setup needs
- Quality requirement
- Delivery timeline
- Special customer terms
This prevents promises that the factory cannot deliver.
Follow up and convert
A quotation should not disappear after sending.
Track:
- Follow-up date
- Customer response
- Revision requested
- Approval pending
- Won or lost reason
- Conversion to sales order
This improves sales discipline and forecasting.
Where Optiwise fits
Optiwise can help manufacturers manage enquiries, quotations, costing, approvals, follow-ups, sales order conversion, and reporting.
A practical implementation can focus on:
- Enquiry capture
- Quotation versions
- Costing support
- Approval workflows
- Follow-up tracking
- Won/lost analysis
- Sales order conversion
AICAN helps manufacturers connect sales promises with factory capability.
Founder’s Note
A quotation is not just a price document. It is a promise about cost, capability, delivery, and trust. At AICAN, we believe enquiry and quotation workflows should be clear enough that sales and production both know what is being committed. Learn more at About AICAN.
FAQs
What is inquiry and quotation management?
It is the process of capturing enquiries, preparing quotations, managing versions, approvals, follow-ups, and conversion to sales orders.
Why do manufacturers need quotation management?
They need it to control pricing, costing, customer requirements, approval, follow-up, and delivery promises.
Can Optiwise track quotation versions?
AICAN Optiwise can help manage quotation details, versions, approvals, and conversion workflows.
What should a quotation include?
It should include customer requirement, quantity, specification, price, taxes, terms, validity, delivery timeline, and approval status.
How does ERP improve enquiry conversion?
ERP improves follow-up, costing accuracy, approval discipline, and sales order conversion visibility.
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