02 — Capability · BC-430.40
Quoting & Contracting
Produce accurate quotes for what the buyer wants, get the deal approved by the right people quickly, and execute a contract that operations and finance can act on without interpretation.
- Quote-to-Contract
- CPQ
- Deal Desk
In scope
- Product and service configuration and quote generation
- Deal approval routing by value and deviation
- Sales contract assembly and signature
- Handing the signed deal to order management
Out of scope
- Contract templates and legal clause ownership (see BC-150)
- Order entry and fulfillment after signature (see BC-670)
Realized by · 1
Used in · 1
Build it · 0
- Nothing in the library points here yet.
Decomposes into · 4
- BC-430.40.10Configuration & QuotingBuild valid combinations of products, services and terms into a priced quote the buyer can accept and the business can deliver.
- BC-430.40.20Deal ApprovalRoute deals that exceed discount, term or risk thresholds to the approvers who own those limits, and record the decision with the deal.
- BC-430.40.30Sales Contract ExecutionAssemble the agreement from approved templates and the quote, manage redlines within delegated authority, and obtain signature.
- BC-430.40.40Order HandoffPass the signed deal to order management and billing with every term they need to deliver and invoice it as sold.