Current quoteQT-1048 · Revision 03
Ready to send- Buyer
- Aarav Mehta · Mehta Stores
- Offer
- 240 units · ₹4,82,400
From enquiry to current quote
Turn “What will it cost?”into a quote ready to send.
Keep the buyer’s request, pricing, approval and current revision together from the first message.
WhatsApp · 09:42“Can you revise the bulk-order offer for 240 units?”
The PDF is the last step
The hard part happens before anyone makes the PDF.
The enquiry starts in a message. Customer history lives elsewhere. Prices come from a spreadsheet. Approval happens in chat. When those pieces drift apart, the team wastes time checking what is current—and the buyer waits for an answer.
Disconnected
- 01EnquiryWhatsApp · 09:42
- 02CustomerMehta Stores · separate record
- 03PricingWholesale sheet · copied values
- 04ApprovalDecision in a private chat
- 05Follow-upReminder in Maya’s calendar
Brought together→
Connected
- 01Buyer
- Aarav Mehta · verified recipient
- 02Need
- 240 units · revised delivery window
- 03Commercials
- Approved price · tax · validity
- 04Responsibility
- Maya · next action at 16:00
01 / Follow one enquiry
Follow one enquiry from message to quote.
Keep the buyer, request, pricing and current revision connected through every step.
Select a stage to see what changes.
Bring the request into view.
A WhatsApp message, email, website form, business card scan or campaign reply arrives with its source and response time intact.
The request is visible, even before someone accepts it.“Can you revise the bulk-order offer for 240 units?”
- source
- WhatsApp · 09:42
- buyer
- Aarav Mehta · Mehta Stores
- details
- 240 units · delivery date to confirm
- owner
- Unassigned
- quote
- Not started
- next
- Open the message by 11:30
Current product, in context
See the quote take shape.
Follow one enquiry from the first message, through the quote builder, to the offer the buyer receives.
01 / Enquiry and customer
Can anyone see what the buyer asked for?
The WhatsApp message stays beside the customer, owner, response time and next action—so the team can start without searching elsewhere.
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- 01Original message
- 02Customer context
- 03Owner and due time
Inbox · Enquiry ready to review
02 / Quote builder
Is the quote ready to review?
Check the recipient, items, quantities, prices, tax, validity, terms and live preview in one place before sending.
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- 01Recipient
- 02Commercial inputs
- 03Live preview
Quote builder · Revision 03 in review
03 / Buyer view
Is the buyer seeing the current offer?
The buyer sees the published offer, selected options, total, validity and clear ways to respond. Internal notes and controls stay inside your workspace.
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- 01Current offer
- 02Offer details
- 03Response choices
Buyer view · Offer open for response
A published or viewed quote is not evidence that the buyer received or accepted it.
02 / Keep one current quote
Clear for the buyer. Traceable for your team.
The buyer sees one current quote and a clear way to respond. Your team keeps the context, commercial checks, revision history and next action connected behind it.
01Current quote QT-1048 · Revision 03
01Buyer and ownership Buyer · company · owner · linked opportunity
02What is included 240 units · package · optional items · quantities
02Commercial inputs Catalogue prices · discounts · tax · currency
03Price and terms Total · validity · delivery · payment terms
03Review status Exceptions · approval · published revision
04Ways to respond Accept · ask · request a change · decline
04Next action Response recorded · owner · dated follow-up
A recorded acceptance is the buyer’s response to this quote revision. It does not create an electronic signature, certify identity, collect payment or complete fulfilment.
When the quote changes
Revise the quote. Keep every version.
Keep the buyer’s request, each earlier revision and the approval behind the current quote together. Anyone can see what changed, who approved it and what happens next.
- 01SharedRevision 01
200-unit quote sent to the buyer.
- 02SupersededRevision 02
Buyer requested 240 units and delivery by 22 September.
- 03CurrentRevision 03
240 units with the delivery change approved.
- Change requested
- Delivery by 22 September
- Reviewed by
- Leena · Commercial
- Decision
- Approved · 14:42
- Owner
- Maya · Sales
- Next action
- Publish Revision 03 · by 16:00
03 / Keep the buyer’s response with the quote
Every response should create a next action.
Keep the buyer’s response with the exact quote revision they saw. Then make the owner and next step clear.
- 01
Accept
Record the accepted revision, amount, currency and configured verification evidence.
Prepare the handoff - 02
Ask
Keep the buyer’s question with the quote and give the reply an owner.
Assign the reply - 03
Change
Record what the buyer wants changed and prepare a new revision.
Prepare Revision 04 - 04
Decline
Record the decline and its reason, when provided, then update the opportunity.
Review the opportunity
- Current quote
- QT-1048 · Revision 03
- Buyer response
- Change requested
- Requested change
- Delivery by 22 September
- Owner
- Maya · Sales
- Next action
- Prepare Revision 04 · tomorrow, 10:30
Recording a buyer response does not create an electronic signature, certify identity, take payment or confirm fulfilment or delivery.
Start with one real enquiry
Take the next enquiry from message to quote.
Bring one buyer message into WRKZY. Keep the customer, items, pricing, reviewer, current revision and next action connected.
Start with the next quote request.
Connect one company-owned WhatsApp, shared email or website enquiry and build the current quote from there.
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