PROJECT · Sales Operations

Quoting Workflow Cleanup

A 3-week project that maps and streamlines quote creation, approvals, and discounting — so late-stage momentum stops dying in the handoff.

Mapping the current quote-to-close workflow end to end

Review of approval chains, discount thresholds, and bottlenecks

Redesigned workflow with clear approval rules and SLAs

Templates for standard and non-standard quote paths

Rollout session with sales and deal desk

CPQ software implementation or licensing

Pricing strategy or discount-policy redesign

Legal review of contract templates

Ongoing workflow tuning continues under Managed Revenue Services .

Timeline — 3 weeks

WEEK 1 · MAP

Document every step from quote request to signed deal, including approval delays.

WEEK 2 · REDESIGN

Rebuild the workflow with clear thresholds, SLAs, and escalation paths.

WEEK 3 · ROLL OUT

Launch the new workflow with sales and deal desk teams.

Quote-to-close workflow map

Approval thresholds & SLAs

Standard vs. non-standard quote paths

Rollout & training materials

FROM ENABLEOCITY

1 engagement lead, ~1 day/week

FROM YOUR TEAM

Deal desk + sales ops + 3–5 reps for workflow validation

FORMAT

Remote, async-friendly

Approval bottlenecks creep back.

Managed Revenue Services keeps quoting fast as products, pricing, and teams evolve.

Start with a Revenue System Diagnostic — we'll confirm this is the right starting project before scoping anything.