UC-738
Improve Quote and Price Discipline to win more work and protect margin
Quotes priced from real job cost and past win rates, with a margin floor enforced.
TBDBuild Duration
XXXXIndicative ROI
XXXXBuild Cost
XXXXValue
The Challenge
The opportunity is to eliminate quotes priced from a template and judgement, discounts given without knowing the win rate, and quote turnaround measured in days. The proposed workflow is source-linked, but the current operating baseline and financial value remain illustrative until validated with the client.
How It Works
- Reads the enquiry and matches it to comparable past jobs and current parts and labour cost.
- Prices the quote against a margin floor and a win probability from quote history.
- Routes exceptions for approval and records the win or loss reason for the next quote.
What It Removes
- Quotes priced from a template and judgement
- Discounts given without knowing the win rate
- Quote turnaround measured in days
Input Data RequirementsEnquiries and requests for quotation, historical quotes and outcomes, parts and labour cost, customer agreements
Output FormatPriced quote with margin floor and win probability, approval exception list, win and loss reason library
“What price wins this job without giving away the margin?”