Skip to content
Start with enquiries. Explore quotation drafts.
procora.
DAFind your solution

Sales & Quotations

Measure quotation progress without inventing sales uplift

Define quotes, drafts, provider events, replies and accepted outcomes with clear periods, currencies and denominators.

Draft-only pilotDraft pilot · separately agreed. Prepare and review quotation follow-up; customer sending is not activated.

Discuss this serviceExplore the example
Procora · Workflow example

Quote progress, without invented revenue

10Quotes reviewed
0Real pilot sends
DraftsCount separately
Accepted outcomesOwner/source confirmed
ValuesSeparate EUR and DKK

A fictional review cohort. Accepted value is not collected cash or an attribution claim.

Fictional example · localised website visual

The work, in practice

A useful report tells the owner where work is stuck and what has been confirmed. It does not turn draft activity into delivered messages or accepted offers into cash. Procora's public quotation pilot is draft-only, so its immediate measurements concern reliable records, reviewed drafts and recorded owner decisions. The result examples here are fictional, not customer performance claims.

01 · Sales & Quotations

Choose the records and the date basis first

State whether the report covers quotations issued in a period, records reviewed during that period or outcomes recorded in it. Those are different questions. Count distinct current quotation references rather than every imported version. Define the review date and timezone, including whether offers issued late in the period have had time for a decision. Keep superseded documents available for history but exclude them from a current open-value total. If the source is incomplete, label the report as the pilot's working list rather than a company-wide pipeline. A clear denominator is more valuable than a large-looking percentage that changes whenever an old export is loaded.

02 · Sales & Quotations

Draft, acceptance by a provider and delivery are different

Count drafts prepared and drafts reviewed separately. Approval is a team decision, not a delivered contact. In a separately controlled sending process, provider acceptance means the provider accepted the exact message; it does not demonstrate inbox delivery. Delivery needs the relevant verified event, and a bounce or complaint needs its own record. A local simulation or test capture belongs in a test column and never in live sends. Replies should be tied to matched events or owner-supplied evidence, while commercial acceptance requires an owner outcome. The current public draft pilot should show no implication of live delivery simply because the reporting model has fields for future provider events.

03 · Sales & Quotations

A small fictional cohort with a stated denominator

Consider ten fictional quotations issued in September and reviewed on 3 October 2026. Two are accepted, two declined, one expired, one superseded and four still open. The six terminal records give two accepted out of six terminal records; the issued-cohort view gives two accepted out of ten issued records. Both calculations answer different questions and neither is a forecast. Suppose six drafts were prepared and four reviewed during the review period. That is draft-review workload, not six contacts or four sales. A revision task can be one of the four open records and one of the replies at the same time. Do not add overlapping activity categories as a mutually exclusive funnel.

04 · Sales & Quotations

Preserve currency and tax basis

For Canal Maintenance, report CM-104 as €1,200.00 excluding VAT, with tax treatment belonging to the source quotation. For Odense Kontorrengøring, OK-104's source illustration is 10.000,00 kr. excluding moms plus 2.500,00 kr. moms, totalling 12.500,00 kr. including moms. Choose one stated amount basis within a comparable total; do not add excluding-tax and including-tax values without reconciliation. Keep EUR and DKK totals separate rather than changing symbols or introducing an unstated exchange rate. Accepted quotation value describes a commercial commitment. Recognised revenue depends on accounting treatment and delivery; collected cash depends on verified payment. None can be inferred from this quotation report alone.

05 · Sales & Quotations

Use timing carefully and explain what you cannot attribute

Measure draft review time from preparation to a recorded owner decision, and unresolved-question time from a customer reply to a substantive response. State whether you use elapsed or business hours. The existing controlled metric for first follow-up measures from import to provider acceptance or test capture, so it must not be relabelled as customer response time or source-issued time. A sale after a draft was prepared does not prove the draft caused it; the salesperson, price, timing and existing relationship also matter. Compare equivalent cohorts cautiously and avoid uplift claims from a handful of offers. Use the report to find missed decisions and process changes that you can actually investigate.

06 · Sales & Quotations

Make every metric lead to a practical question

If drafts wait, ask whether the owner has capacity and the preview contains enough source context. If revisions remain open, identify who must update the offer. If many offers expire, inspect whether expiry was entered accurately and customers were waiting for an owner answer. If replies cannot be matched, investigate the receiving process before discussing more contact. Keep missing data visible rather than treating it as zero. Agree a small recurring review, one responsible person and a defined reporting period. The draft pilot's value is a more understandable quotation process; its public reporting should stay honest about scope, simulated examples and the absence of activated customer sending.

Useful resources

Bring the work into your own process.

Original templates, checklists and measurement guides. Read them online, copy what you need or download a text version.

Sales & Quotations · Practical guide

Quotation follow-up templates with a clear purpose

Original drafts for first follow-up, clarification, revision acknowledgement and respectful closure, ready to copy or download for owner review.

Read, download and use
Sales & Quotations · Practical guide

A practical review of your open quotations

A printable owner checklist for source quality, current status, drafts, customer questions and the next responsible action.

Read, download and use
Sales & Quotations · Practical guide

Measure a quotation pipeline you can explain

Define a quotation cohort, separate activity from outcomes and use a practical measurement worksheet without treating accepted value as cash.

Read, download and use

Explore related work

Know what the customer decided and what your team must do →Turn a customer reply into an informed owner decision →Measure a quotation pipeline you can explain →

Questions worth answering

Can I add replies and revision requests together?

Not as exclusive categories. A revision request is usually also a reply, and a quotation may receive several replies. Define distinct quotations or distinct events before counting.

Why does the report show several currencies?

The source records retain their currencies. Separate totals prevent an unstated conversion and avoid language switching changing the figures or your commercial plan.

Does the example prove higher sales?

No. It is a fictional calculation for understanding a process. Accepted quotations are observed outcomes, and incremental sales would require an appropriate comparison and evidence beyond this pilot.

A connected business journey

One next step leads to another.

  1. 01Enquiry & appointment ↗
  2. 02Quotation & decision ↗
  3. 03Accepted work & invoice ↗
  4. 04Appropriate next interaction ↗

This map explains how the work relates. Scope, ownership and availability are agreed at each hand-off; it does not mean every transition is automatic.

Selected service: Quotation Follow-up

Your next step

Tell us where the work gets stuck.

Describe the process you want to improve. We will save the enquiry for a scope review, confirm what is available and agree the next step with you.

Please keep customer records, financial documents and passwords out of this form. Submitting it does not activate a subscription, campaign, booking or customer-contact workflow. Marketing permission is separate.

Privacy policy (Danish) ↗