Intake and scope
Confirm the customer, opportunity, due date, currency, delivery location and complete document set. Identify missing attachments and conflicting revisions before sourcing begins.
- Capture every source file
- Confirm line item count
- Record commercial due date
- Flag clarifications
Technical review
Structure item descriptions, quantities, units, materials, ratings, standards, approved makes and required documentation. Link each critical field to its source.
Supplier and commercial review
Compare compliance, lead time, validity, payment terms and Incoterms. Calculate landed cost using an approved rate and visible logistics assumptions. Record every deviation.
Final approval
Verify evidence coverage, unresolved exceptions, margin, terms and customer facing scope. Confirm that the right person approves the final price and any technical equivalent before sending.