{"id":7584,"date":"2026-10-02T13:32:31","date_gmt":"2026-10-02T06:32:31","guid":{"rendered":"https:\/\/3dolphins.ai\/expanse\/quotation-and-approval\/"},"modified":"2026-10-23T00:46:41","modified_gmt":"2026-10-22T17:46:41","slug":"quotation-and-approval","status":"publish","type":"page","link":"https:\/\/3dolphins.ai\/id\/quotation-and-approval\/","title":{"rendered":"PingLead Quotation & Approval"},"content":{"rendered":"
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3Dolphins<\/p>\n<\/div>\n\n\n\n

PingLead \u00b7 Quotation & Approval<\/h3>\n<\/div>\n<\/div>\n\n\n\n
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Move the proposal forward with the right decisions in place.<\/h1>\n\n\n\n
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Connect the customer requirement, commercial proposal, and internal review. Keep quote details, pending decisions, and customer-facing next steps aligned as the opportunity progresses.<\/p>\n\n\n\n

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Jadwalkan Demo<\/a><\/div>\n\n\n\n
Chat di WhatsApp<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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Move the proposal through review without losing its context<\/h2>\n\n\n\n

Connect the customer requirement, proposed commercial terms, internal decision, and follow-up with the opportunity. Clear review responsibility helps teams resolve a proposal question before it delays the customer conversation.<\/p>\n<\/div>\n\n\n\n

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Prepare a complete proposal brief<\/h3>\n<\/div>\n\n\n\n

Collect the scope, customer requirement, and commercial information needed by the proposal owner. Reduce repeated clarification before the review begins.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Route the required decision<\/h3>\n<\/div>\n\n\n\n

Agree which terms need review and who can authorize them. Make the reason for approval clear so the reviewer can focus on the decision.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Keep revisions connected<\/h3>\n<\/div>\n\n\n\n

Record what changed and why the proposal was revised. The sales owner should know which version and terms are ready for the next conversation.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Make the commercial handover clearer<\/h2>\n\n\n\n

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Fewer uncertain versions<\/h3>\n\n\n\n

Keep the current reviewed proposal identifiable when requirements change. The customer-facing owner should know which terms are ready to discuss.<\/p>\n<\/div>\n\n\n\n

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Momentum after approval<\/h3>\n\n\n\n

A decision needs a follow-up action. Connect the outcome with the salesperson who should continue the customer conversation.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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01<\/p>\n<\/div>\n\n\n\n

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02<\/p>\n<\/div>\n\n\n\n

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04<\/p>\n<\/div>\n<\/div>\n\n\n\n

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A clearer review brief<\/h3>\n\n\n\n

Show the proposed terms, customer requirement, and reason for review together. Approvers can focus on the decision instead of asking for the background.<\/p>\n<\/div>\n\n\n\n

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Review responsibility without guesswork<\/h3>\n\n\n\n

Agree which owner handles a commercial exception. A request should reach the person authorized to make that particular decision.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Pantau Alur Kerja dari Permintaan hingga Selesai<\/h1>\n\n\n\n

Define the information, owner, and expected outcome at each step<\/p>\n<\/div>\n\n\n\n

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01<\/h3>\n<\/div>\n\n\n\n
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Requirement confirmed<\/h3>\n\n\n\n
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Capture the information relevant to this stage.<\/p>\n<\/div>\n\n\n\n

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02<\/h3>\n<\/div>\n\n\n\n
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Proposal prepared<\/h3>\n\n\n\n
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Prepare the context the receiving team needs.<\/p>\n<\/div>\n\n\n\n

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03<\/h3>\n<\/div>\n\n\n\n
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Review requested<\/h5>\n\n\n\n
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Review the information against the agreed criteria.<\/p>\n<\/div>\n\n\n\n

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Decision resolved<\/h3>\n\n\n\n
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Assign the action or decision to its owner.<\/p>\n<\/div>\n\n\n\n

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05<\/h3>\n<\/div>\n\n\n\n
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Customer follow-up<\/h3>\n<\/div>\n\n\n\n

Record what happened and continue the relationship.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Use Cases<\/p>\n<\/div>\n<\/div>\n\n\n\n

Put the capability to work in a real business journey<\/h2>\n\n\n\n

Choose the journey that matches the work your team needs to complete<\/p>\n<\/div>\n\n\n\n

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<\/path><\/svg>Discount review<\/span><\/div><\/div>
<\/path><\/svg>Complex proposal preparation<\/span><\/div><\/div>
<\/path><\/svg>Changed customer requirements<\/span><\/div><\/div><\/div><\/div>
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Discount review<\/h1>\n\n\n\n

Prepare the requested terms and business rationale for the authorized reviewer. Keep the outcome connected with the opportunity.<\/p>\n\n\n\n