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Machine Quotation Request / Follow Up: Salesman
Machine Quotation Request / Follow Up: Salesman
SALESMAN: ID #:
Request Date: / / Co.#:
Customer: Title:
Contact Person
Tel: Fax:
Address:
End-user
Model: Quantity:
Application:
Specifications:
Attachment:
Optional:
Competitive Information:
(Name of seller; make; model; price;
product support)
QUOTATION WRITER
Quoted Date: / / Number:
Price (Standard) Price (Optional)
Price Assistance
(if any)
UPDATE
revision I / /
Revised Price:
Additional Information:
Competitor's Information:
(Date, Price)
revision II / /
Revised Price II:
Additional Information II:
Competitor's Information:
(Date, Price)
WON/LOST/DEAD
CONCLUSION
Purchase Date: / /
Make / Model:
Price:
If lose why?
Status TYPE Probability What stage is what next to do Month:
O= Order Confirmed Q=Quarry 0 the negotiation Year:
A= Hot Sales Prospect R=Recycling 10% Distributor:
B= Active Sales Prospect SALES PROSPECT REPORT 30% Country:
C= Possible Sales Prospect 60%
H= On Hold 90%
Quote
Prior Potential Customer Location Type Plant/Machines QTY (ECP) Delivery Probability Status Action taken Next Main Comment
Bid Close Decision
Name Description USD(000) date date date Ship date Project Metso Activities Competitors
Active Project
10
On Hold Project
Cancelled Project
Lost Project
2
3