Quotes to Customers: Controlled or Not?

[Steven Truchon]

We are a multi division corporation with each division maintaining its own QS9000 certification. Our division keeps the formal quotation form that goes to the customer as a controlled document. The division that we originally got the core document system from has since uncontrolled this form. I tend to agree that it does not need to be controlled but wanted to bounce this off of the forum for some extended input.

Thanks in advance,
Steve

 

[Al Dyer]

Steve,

We have controlled the quote form itself, but treat the completed form as a quality record. Somewhat along the same lines as having an in-process inspection sheet that is controlled but becomes a record upon completion.

ASD...

 

[Jim Evans]

I agree with Al. All forms should be controlled documents (4.5). Once completed they become a quality record and should be controlled as such (4.16).

Jim

 

[Marc]

I also agree. You might also want to do a Search here in the forums using the terms 'form' and 'control' and 'record'. This is also evident in the posted document matrix exmple in http://16939.com/pdf_files/

See Doc_Matrix.pdf

 

[Steven Truchon]

Thanks very much to all. The input is most helpful as usual.

Steve

 

[SniperMan]

I agree with ASD, we have the same set up here, customer quote as a controlled document, once being used or reused will form part of our quality records, It help us to see the trend regarding quoting and other business indicators.