Carry commercial terms through every handoff.
Give purchasing and sales a shared view of the requirement and the conditions behind each option. OrgRelay connects quotations, clarification questions and approval, so the next commercial step has a clear owner.
Agree the comparison before choosing between offers.
A goal brief identifies the requirement and the decision it supports. The company knowledge design retains the quotation versions. The Procurement Agent organises specification, unit, currency and delivery questions, while the approval boundary names the person accepting the commercial consequence.
Monday: set the requirement for a supplier review.
A 36-person importer needs a reviewed supply recommendation by Friday. The AI Chief coordinates the source checks and review. The Sales Agent assembles the buyer’s confirmed specification; a purchasing colleague identifies the quotations relevant to that requirement.
Tuesday: compare the basis as well as the price.
Check quantity, units, validity, named delivery conditions and included costs against the originals. The Operations Agent gathers questions for the responsible colleague. The management dashboard design shows which part of the comparison is ready and which needs clarification.
Wednesday: a revised term affects the proposal and the customer draft.
An exception alert identifies the new source and the two affected outputs. Purchasing clarifies the supplier term; sales checks its effect on the customer response. The company trust model keeps the business choice with the company’s authorized people.
Use a repeatable route from requirement to review.
Identify the requirement, select the quotations, confirm the comparison basis and return the proposal with its open questions. The product model connects these stages. The resource guides help write the brief, and the integration process identifies the source and action requirements.
A quotation review with its assumptions visible
Separate the comparison from the commitment it supports.
A Finance Agent can organise cost-record questions. The approvals workflow gives the reviewer the applicable version, proposed action and relevant consequence.
| Prepared activity | Manager review | Owner or designated authority |
|---|---|---|
| Compare supplier terms | Purchasing checks equivalence | Authorized person selects the commercial option |
| Draft a buyer update | Account colleague checks confirmed conditions | Designated reviewer accepts the promise |
| Raise a payment question | Finance checks supporting context | Financial action follows company authority |
Give each reviewer the part they need to judge.
The requirement, selected quotations, specification and relevant company rule form the input packet. Use the security page to discuss the permitted audience. Return source references, comparable terms, questions and a clearly stated request for review.
Friday: hand over the choice and the work it creates.
The company dashboard brings the accepted option, outstanding condition and next owner together. The growing-company scenario considers cross-team receiving roles; the small-business approach keeps the same loop close to a small team’s everyday work.
Try a changed term before widening the process.
Ask purchasing and sales to explain which work needs another check and who can authorize the next step. Discuss pricing scope around that handoff, then use the company-interest preview or demo page to describe your requirement and receiving roles.
Questions, answered.
Which conditions belong in a quotation comparison?
The specification, units, quantity basis, currency, validity, delivery terms and stated cost coverage relevant to the requirement.
Who clarifies an open supplier condition?
The responsible purchasing colleague obtains the clarification and keeps its source with the comparison.
How should revised terms be handled?
Identify the changed source, affected proposal and customer draft, then return the consequential choices for review.
What should the final handoff include?
The accepted version, comparable conditions, remaining questions and the person taking the next action.