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Sorry asking so many questions people are soon going to tire of answering them...hopefully this is a bit more straightforward. It is about my first operating procedure
"The procedure for review and approval of offers, review and acceptance of contracts and any subsequent amendments."
I have made this template to fill out about every enquiry that we give a quote to...its fairly straightforward but management is keen to avoid if possible. At the moment we have a excel document which is easy to understand which contains all this information...with the exception of the signing on it! Is this ok or is it essential to have an enquiry and contact folder?
Organisation name, address if appropriate
………………………………………………………………………………………………
Enquiry Number Year Date Recorded Written or Verbal Enquiry
……………........ ………….. ……………….. …………………………..
Client contact (position & Tel no if appropriate).
………………………………………………………………………………………………
Project
………………………………………………………………………………………………
Quote Date Quote Review Sign
Was Quote Accepted?
Thankyou help much appreciated.
"The procedure for review and approval of offers, review and acceptance of contracts and any subsequent amendments."
I have made this template to fill out about every enquiry that we give a quote to...its fairly straightforward but management is keen to avoid if possible. At the moment we have a excel document which is easy to understand which contains all this information...with the exception of the signing on it! Is this ok or is it essential to have an enquiry and contact folder?
Organisation name, address if appropriate
………………………………………………………………………………………………
Enquiry Number Year Date Recorded Written or Verbal Enquiry
……………........ ………….. ……………….. …………………………..
Client contact (position & Tel no if appropriate).
………………………………………………………………………………………………
Project
………………………………………………………………………………………………
Quote Date Quote Review Sign
Was Quote Accepted?
Thankyou help much appreciated.