Sales Documents in scope for ISO-9001:2015?

ISO_Man

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#1
Team has a set of documents that they use for Sales Call Planning, but I'm not certain if they can be considered Quality documents and should therefore be controlled and in scope for ISO-9001. They're more like planning documents to ensure that you've prepared your agenda for the sales call.

Thoughts?
 

Sidney Vianna

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Staff member
Admin
#3
Sales is one of the critical processes in terms of managing customers expectations. So, it is crucial for the sales team to be prepared NOT TO mislead the potential customer. As Jim asked, what are the risks (from a customer expectations management perspective) if these internal documents are not properly vetted?

For additional insight, peruse Product Sales and Marketing Brochures - AS9100 Document Control Requirements
 

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