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Enquiry-to-quote workflow

Move a buyer enquiry from first message to a decision-ready quote.

Connect the WhatsApp or email enquiry to the customer, opportunity, reviewed offer, current quote, and follow-up—so the buyer gets a coherent answer and the team can see what must happen next.

For sales teams that prepare and follow up on customer-specific quotesWhatsApp and email available today
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Current productSanitized WRKZY demo workspace
WRKZY Deal Room for the Mehta Stores bulk order in Proposal, with customer, value, WhatsApp and email actions, Create quote control, and missing next-action and forecast evidence.
See what still needs attention before the quote is prepared.

This proposal-stage deal shows the customer, value, WhatsApp and email actions, Create quote control, and missing next-action and forecast inputs. It does not prove that a quote has been reviewed or published.

  • Customer and proposal stage
  • Commercial value and missing evidence
  • Create quote from the current deal
01WhatsApp or email enquiry has an owner02The opportunity reflects the buyer's current decision03The offer uses reviewed commercial inputs04Every quote leaves a visible next action

Where enquiry-to-quote breaks

The buyer asked for a price. The team is still assembling the story.

A buyer requests a bulk-order quote on WhatsApp. One teammate knows the relationship, another owns the price exception, and the latest offer sits in a document without a connected follow-up. This is an illustrative scenario—not customer proof.

  • The buyer receives questions the team could have answered from existing context.
  • The pipeline, offer, and latest quote can describe different commercial states.
  • A sent quote looks complete even when nobody owns the buyer's response.
Illustrative enquiry-to-quote scenario
Before
  1. 01
    MessageThe enquiry waits in a channel while ownership is discussed elsewhere.
  2. 02
    Context chaseCustomer history and the open opportunity are checked separately.
  3. 03
    Offer rebuildItems, price, and terms are copied from different sources.
  4. 04
    Private reminderThe quote follow-up depends on one person's memory.
With WRKZY
  1. 01
    Owned enquiryThe conversation has a responsible teammate and response target.
  2. 02
    Qualified contextThe customer and opportunity explain what the buyer needs.
  3. 03
    Reviewed offerThe quote uses current items, quantities, price, and terms.
  4. 04
    Decision follow-throughThe buyer response and next commercial action stay visible.

Five decisions from enquiry to quote

Build the commercial answer from the conversation outward.

Each stage produces evidence the next stage can use. The workflow ends when the quote has a responsible next action—not simply when a document is sent.

  1. 01

    Own the enquiry

    Inbox
    You do

    Route the WhatsApp, email or website-form enquiry to the sales team and assign it.

    WRKZY keeps visible

    Keep channel, queue, priority, response timing, owner, and next action beside the conversation.

    Outcome

    The buyer has a responsible contact before qualification begins.

  2. 02

    Qualify with customer context

    Customer context
    You do

    Review the contact, company, recent activity, and open commercial work.

    WRKZY keeps visible

    Use the customer record to connect the message to current relationship evidence.

    Outcome

    The rep can clarify the real need without asking the buyer to repeat known facts.

  3. 03

    Represent the decision as an opportunity

    Pipelines
    You do

    Create or update the deal, stage, value, owner, close timing, and next task.

    WRKZY keeps visible

    Keep the pipeline state grounded in the buyer's current evidence and commitment.

    Outcome

    The team can see what is qualified and what still blocks a proposal.

  4. 04

    Assemble the reviewed offer

    Catalog
    You do

    Select current products or services, quantities, prices, currency, and terms.

    WRKZY keeps visible

    Reuse reviewed catalog records and make any customer-specific decision explicit.

    Outcome

    The quote starts from a shared commercial source instead of a copied price list.

  5. 05

    Review and publish the current quote

    Quotes
    You do

    Confirm the recipient, scope, totals, terms, validity, current revision, and responsible follow-up.

    WRKZY keeps visible

    Keep the quote's readiness, recipient, current revision, and next sales action visible before and after publication.

    Outcome

    The buyer receives a current offer and sales retains the return path for the decision.

Product evidence and operating model

See the product evidence behind each commercial decision.

Current WRKZY captures show the conversation, pipeline, and quote preparation views. Illustrative models explain how those records should connect; they are not presented as additional product screens.

01

Customer signal

Start the quote from the buyer's live request.

The active conversation shows who asked, which channel they used, the current owner, urgency, timing, and the next action. Relationship context can then inform the response.

Explore inbox
Current productSanitized WRKZY demo workspace
WRKZY Work inbox with a selected WhatsApp bulk-order quote request, priority, owner, overdue next action, and a draft awaiting review.
Start the quote from the buyer's live request.

This current inbox capture shows a WhatsApp bulk-order request with ownership, priority, an overdue next action, and a draft awaiting human review.

  • Buyer and channel remain visible
  • Ownership and timing are explicit
  • The proposed reply remains reviewable
Illustrative product model
AM
Aarav MehtaMehta Stores · Commercial relationship
IdentityContact · company
RelationshipLifecycle · tags · lists
ConversationWhatsApp · email
CommercialDeal · quote · catalog
CommitmentOwner · follow-up · due date

The next person sees the relationship—not an isolated message.

How the wider operating model fits around the current product view.

    02

    Opportunity evidence

    Make the commercial state—and its gaps—visible.

    Stage, value, customer, owner cues, and follow-up signals should explain why the opportunity is ready for a quote and what still needs attention.

    Explore pipelines
    Current productSanitized WRKZY demo workspace
    WRKZY Retail Sales pipeline with qualified, proposal, and won deals plus missing follow-up and overdue-close signals.
    Make the commercial state—and its gaps—visible.

    The current deal board proves configured stages, values, customer records, missing follow-up, and forecast inputs needing attention. The accompanying model is illustrative.

    • Stage and deal value
    • Customer and owner cues
    • Missing follow-up and forecast evidence
    Illustrative product model
    Pipeline healthStages carry evidence, not optimism.

    Conversation · owner · probability · task · quote · next action

    01NewCustomer enquiry

    Owner required

    02QualifiedNeed confirmed

    Next step recorded

    03ProposalQuote shared

    Decision due

    04WonAcceptance recorded

    Handoff owned

    How the wider operating model fits around the current product view.

      03

      Commercial preparation

      Make the recipient, currency, validity, and scope explicit.

      Prepare a buyer-specific quote from reviewed inputs. The quote remains incomplete until the required recipient and commercial details are present.

      Explore quotes
      Current productSanitized WRKZY demo workspace
      WRKZY New quote builder with required title, currency, recipient, optional validity, linked company, deal, owner, and total summary.
      Make the recipient, currency, validity, and scope explicit.

      The current quote builder shows required quote basics, currency, recipient selection, optional validity, linked commercial context, and a live total summary before items are added.

      • Required recipient before send
      • Currency and validity are visible
      • Company, deal, and owner can be linked

      What improves

      The team can answer four questions before the buyer has to chase.

      These are operating signals to inspect in WRKZY—not invented performance claims.

      01Ownership

      Who is answering the enquiry?

      Assignment and response timing make unowned or overdue conversations visible.

      02Qualification

      What decision is the buyer making?

      Customer and opportunity context explain why the deal is in its current stage.

      03Commercial control

      Which offer is current?

      Reviewed inputs and one quote revision reduce ambiguity about scope and terms.

      04Follow-through

      Who follows the current quote?

      The responsible next action remains visible when the current revision is published.

      When the quote is ready for the next decision

      Give the commercial reviewer a quote they can inspect without reconstruction.

      Before publication, sales can keep the latest buyer request, opportunity evidence, reviewed inputs, current quote state, responsible owner, and next action visible. The Sales solution continues from the quote into buyer decision and post-decision handoff.

      Explore the Sales solutionImprove customer handoffs
      Illustrative quote review brief
      The reviewer can see the source, current offer, and open decision.

      The buyer requested revised quantities. Revision 2 is ready for commercial review; sales owns publication and the follow-up due after send.

      Buyer request
      Latest scope, quantity, timing, and source conversation
      Commercial evidence
      Active deal, reviewed inputs, and open issue
      Quote state
      Current revision, recipient, validity, and amount
      Accountability
      Sales owner, reviewer if used, and next-action time
      Accepted by the next owner

      Start with one live enquiry

      Make the next quote easier to prepare, explain, and follow through.

      Bring one representative enquiry. Map its owner, customer context, opportunity, commercial inputs, current quote, and next buyer decision in WRKZY.

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