Workflow to Obtain Multiple Quotations, and Selection of Contractors

'Obtaining multiple quotations', it is quite a day-to-day work.
In particular, there is price competition between distributors such as electricity products and moving services . The ordering side, basically makes a contract to trader who gave quote less expensive.
On the other hand however, it is not so simple to compare companies such as consign System Development or Designing, by price. Because they have differences of "level of recognition on order side company situation", and also they have likes and dislikes.

Well honestly,,, I don't think this business template is ready to use, because situation of procurement is different between the companies. Yet, I sincerely would like you to establish a Workflow of "Competitive Quotations and Vendor Selection flow".
At least, it is tremendously significant to record progress from 'multiple Quotations' to 'vendor selection' and 'the final contract'. When you count to ten contracts recorded, you will see various 'problems'.

In the Workflow below, the procurement personnel who collects quotations from vendors, is different to evaluation personnel who selects a vendor by their quotations. You can call it a Workflow definition that prevent fraudulent transactions.

[Competitive Quotations and Vendor Selection flow]

A Credit Check Workflow That Works Even Better for Sales

Upload our previously-posted "Credit Check Workflow That Works for Sales" into Questetra BPM Suite, and in a mere 30 minutes you'll have a workflow system that allows legal staff to easily report credit check results.

The workflow can be used as is, but today let's add a way to share credit check results, for the education of sales staff. Specifically, information on companies that did NOT pass the credit check is automatically sent to the sales electronic mailing list.

A Credit Check Workflow That Works for Sales

A company should be able to immediately answer a sales member's doubt about a prospective client. Because letting that sales member keep investing his time and energy into a client that you shouldn't be doing business with in the first place, would be truly unfortunate. From a risk management point of view, too, companies should get an early understanding of the new and potential clients.