T135 Quote approval sheet
Quote approval sheet
The approval record for every quote built for Tarrow Pump Systems in September: the inputs each quote was built from, who approved the price and the capacity commitment, and the one housing family quote that was held over a tooling line. Prepared by the Keelson quoting engineer before issue, for Rosalind Chau, vice president of engineering, and Benedict Oyelaran, commercial operations manager, at Keelson Precision Manufacturing. This page stays inside Keelson. Nine quotes were built in September, and eight were issued for $412,000 in total.
Sample template: the firm, people, clients and figures are fictional.
Where the quotes stand
Nine quotes were drafted. All nine were confirmed feasible. Eight passed commercial approval and were issued. The ninth, a quote for a new housing family, was held at commercial approval over a tooling line. Read the funnel from top to bottom: the narrowing between feasibility and approval is the quote that needed a decision.
Live example from the Dashboards app, shown with Tarrow Pump Systems' demo data. Block dates move forward each week, so they can differ from the sample dates on this page.
What counts as an approved input
A quote is built only from inputs that are already accepted on the record. If an input is not accepted, it is shown as open and the quote does not move to the next stage.
The quote lines
Every September quote, with the source of its inputs and its approver. Values are the quote totals in dollars, except Q-9235, which is shown by its tooling line only. The two corrected quotes were fixed after issue and are marked.
| Quote | Part family | Value | Input source | Approved by | Result |
|---|---|---|---|---|---|
| Q-9214 | Pump housings | $71,000 | Estimator workbook, casting price list, accepted drawing revision | Rosalind Chau | |
| Q-9219 | Impellers | $66,000 | Estimator workbook, accepted answers on the question log | Rosalind Chau | |
| Q-9223 | Impellers | $58,000 | Estimator workbook, accepted answers on the question log | Rosalind Chau | |
| Q-9226 | Pump housings | $49,000 | Estimator workbook, casting price list | Rosalind Chau | |
| Q-9231 | Mounting brackets | $49,000 | Estimator workbook, plate and weld hours | Rosalind Chau | |
| Q-9228 | Shaft assemblies | $44,000 | Estimator workbook, bar stock price | Rosalind Chau | |
| Q-9217 | Pump housings | $38,000 | Estimator workbook, casting price list, accepted drawing revision | Rosalind Chau | |
| Q-9233 | Shaft assemblies | $37,000 | Estimator workbook, bar stock price | Rosalind Chau | |
| Q-9235 | Pump housings, new housing family | Tooling line $14,200 | Tooling estimate, moved from the workbook to the quote pack | Rosalind Chau |
The eight issued values add up to $412,000. Q-9235 is not in that total: it was issued after the Sep 28 count, so it falls in October's count.
Why two quotes were corrected. Q-9226 carried a casting cost that was one price list behind, and Q-9228 stated a lead time that differed from the quote pack. Both were corrected by Benedict Oyelaran and reissued to Ingrid Solheim, director of purchasing at Tarrow Pump Systems.
Quote values
The bars show the eight issued quotes, largest first. Two quotes, Q-9214 and Q-9219, make up $137,000 of the $412,000.
Live example from the Dashboards app, shown with Tarrow Pump Systems' demo data.
Tooling line of $14,200 held the housing family quote
Quote Q-9235 covers a new housing family. The tooling cost of $14,200 was noted in the estimator workbook but was not in the quote pack, so the approver could not see it, and the quote sat at commercial approval on Sep 28. Owner: Benedict Oyelaran. Consequence: a quote issued without the line would have committed Keelson to tooling it had not priced. Decision: Rosalind Chau approved the price and the capacity commitment with the tooling shown as a separate line, and Benedict Oyelaran issued Q-9235 to Ingrid Solheim after the Sep 28 count. It is valid 30 days from issue. Next: Tarrow records its decision by Oct 7.
I approve what I can see. A tooling line that sits in a workbook note is a line I have not approved.
First pass
Six of the eight issued quotes went out from approved inputs on the first pass. Two needed corrections after issue, Q-9226 and Q-9228.
Live example from the Dashboards app, shown with Tarrow Pump Systems' demo data.
The approval gate
The marks show Q-9235 as of Oct 1, after the Sep 28 count. The gate has five stages, followed by the Tarrow decision. A quote cannot skip a stage, and an open exception stops it at commercial approval.
What each gate checks before a quote moves on:
The accepted drawing revision is on the record, every open specification question for the part family is incorporated or named as open, and Rosalind Chau has confirmed the part family can be made. A quote with an open question is not moved on.
The cost inputs are in the quote pack, every exception is a separate line with its amount, and Rosalind Chau has approved price and capacity by name. This is the stage where Q-9235 was held.
The valid-until date is 30 days from the issue date, the terms are the agreed Tarrow terms, and the quote pack matches the estimator workbook line by line.
Benedict Oyelaran sends the quote to Ingrid Solheim and records the issue date and the valid-until date. Corrections after issue are logged with the reason.
Owners and dates
- Record the Tarrow decision on quote Q-9235. Owner: Benedict Oyelaran, Oct 7
- Add a tooling and material line check to the quote pack template. Owner: Keelson quoting engineer, Oct 9
- Confirm the valid-until date on all eight September quotes. Owner: Keelson quoting engineer, Oct 6
- Review the two corrected quotes, Q-9226 and Q-9228, with the estimator. Owner: Benedict Oyelaran, Oct 8
- Approve price and capacity on Q-9235 with the tooling line shown. Owner: Rosalind Chau, done
How to use this template
Open one sheet for each month of quotes. List each quote with its inputs and approver, show every exception as its own line, and stop any quote whose exception has no named approver.
| Variable | Meaning | Required |
|---|---|---|
{{quote.number}} | Quote number | Required |
{{quote.part_family}} | Part family quoted | Required |
{{quote.value}} | Quote total in dollars | Required |
{{quote.input_source}} | Where the cost and requirement inputs came from | Required |
{{quote.approver}} | Person who approved price and capacity | Required |
{{quote.exception_line}} | Tooling, material or price exception shown as its own line, with amount | Optional |
{{quote.valid_until}} | Date the quote stops being valid, 30 days from issue | Required |
If a required value is missing, show Needs review in its place and hold the quote; never guess an approver or a cost. If the quote register cannot be read, show Unavailable instead of the counts.
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