Negotiate and revise
The first quote is rarely the last. The buyer asks what 600 metres would cost, sends a drawing, or mentions a competitor's offer. This page covers pricing a quote again, keeping notes on both sides of the desk, and the record that lets somebody explain the final price six months from now.
quoted, and the buyer has not yet accepted
or declined it. A decided or expired quote cannot be priced again; see
The quote lifecycle.Price it again
- Open the quote under Order Management › Quotes.
- Have the new position prices set by your ERP, CPQ system or integration,
with a call to the pricing step (
/quotes/quotes/:id/price). Position prices cannot be edited in the Cockpit; see Handle a quote request. - Select Send quote again, with the carriage, a validity and a message that says what changed: "600 m at €4.65, delivery unchanged."
With the default setting A new price makes a new revision, the Revision
on the quote goes up by one. The earlier round stays on the Trail tab with
its totals, so you can see how the price moved. The quote stays in quoted; there is no
separate "superseded" state, and the buyer always answers the current round.
If your team switched revisions off, the revision number stays where it is and the round is a correction in place. That suits a typo caught before the buyer read it. For a real counter-offer, leave revisions on.
Either way, every round is announced again as quote.quoted. The buyer acts on
the last figure they were told, so they must be told it.
Notes: internal or for the customer
Every note on a quote has a visibility. It is either internal or meant for the customer, and it is internal unless it is marked otherwise.
| Internal | For the customer | |
|---|---|---|
| Example | "Under €4.50 we do not go. Check with purchasing first." | "Delivery about three weeks after order." |
| Who sees it | Your team, on the Trail tab | Your team and the buyer, in their account |
| Announced | No | Yes, as quote.message, with the buyer's address and name |
The default is the safe direction. A note accidentally kept internal costs a phone call; one accidentally published costs the negotiation. The message you enter on Send quote is always for the buyer and appears as To the buyer.
Attachments
Drawings, datasheets, a competitor's offer the buyer forwarded: files belong to the trail too. Each attachment records the file name, which side sent it (From), who may see it (Seen by) and when it was added. They are listed on the Trail tab under Attachments.
Like notes, a file can be internal or visible to the customer. Your costing sheet stays internal; the datasheet you send goes to the customer. The quotes app records where a file lives and who added it; the file itself is kept by your document storage.
The trail
The Trail tab shows What happened: every state change and every note, with When, What, Who and Seen by. Requested, taken on, quoted, quoted again, partially accepted, ordered. Nothing on it is deleted.
That is what makes a negotiated price defensible. Months later somebody who
was not there asks why this customer pays €4.65. The answer is on the quote:
the list price beside the quoted price, the reason (volume), the round it was
agreed in and the note your colleague wrote at the time.
When the buyer goes quiet
A quote nobody answers is lost to a date nobody looked at. With the default settings, the sweep announces a quote three days before it runs out, once, so a workflow can remind the buyer. After the date, the quote expires and acceptance is refused. If the buyer still wants it, price it again before it expires, or handle it as a new request after.
What to check
- The Revision went up after the second round (unless revisions are off).
- The Trail tab shows both rounds with their totals.
- An internal note does not appear in the buyer's account.
Next
- From an accepted quote to an order: the end of a successful negotiation.
- Common quote problems: when a round does not behave as expected.