After receiving a water treatment quotation, first check which matters remain unclear.
Do the use, configuration, quantity, delivery location, and service scope match the requirements? List missing information and confirm it with the relevant people.
If the plan is postponed, simply state its current stage. Subsequent contact should follow what both parties have agreed. A quotation is not an order, and an inquiry must not be recorded as a sale.
Information that can be recorded for this inquiry
| Item to check | Information or records | Confirm the application |
|---|---|---|
| Outstanding matters | Missing information, changes, and responsibilities | Clarify the next step |
| Version confirmation | Configuration, quotation date, and conditions | Avoid relying on outdated information |
| Actual business records | Records of discussions, contract signing, or delivery | Distinguish business stages |
Does issuing a quotation mean a sale has been made?
Quotation, confirmation, contract signing, and delivery are different states. Operational records must reflect actual documents and business confirmations. Do not record follow-up activity as orders won.
Further reading
- Water Treatment Cooperation: Transferring Requirements and Following Up Subsequent Purchases
- Selection, procurement and maintenance resources
- Contact Gudian to check the requirements for this inquiry
Resources organized by Gudian Technology, with AI-assisted editing and completed content review. For preparing requirements and business discussions; confirm the specific configuration, acceptance and site services against model documentation and project conditions.