Ready for the right person.
See new and unassigned quote requests. Claim the work and open the source conversation for the details.
Quotes & sales handoffsGive every enquiry
Give every enquiry
a way forward.
Keep quote requests moving from the first conversation to the sales team. With a clear owner, a response deadline, and the history in view.
A good opportunity.
Worth following through.
The customer has already told you what they need. Carry that request into the sales handoff, so the next person can spend their time on the answer.
Quote request · NQ-204
Follow-up dueVolume pricing
Maya ChenTo Sales
Pricing for 500 units
Hi,
Could you send pricing and availability for 500 units? We’re planning our next order and would also like to know the lead time.
Thanks,
Maya
Ready for Sales.
OwnerAlexSales
Response dueTodayPricing & availability
Maya’s original requestQuantity, availability, and lead time
Prepare the quote.
Three details to review for Maya’s order.
0 of 3 reviewed
Illustrative example. No changes saved.Open opportunity
Keep the clock in view.
Find requests that are overdue and see how long they have waited. Follow response performance alongside the work.
Know where it stands.
Record a response, track the opportunity, and review its activity. Keep a recorded send distinct from confirmed delivery and an observed order.
Questions,
answered.
Does BearScope generate a price?
This workflow manages quote requests and handoffs. Pricing and quote preparation stay with your sales team and existing tools.
Does recording a response send it?
No. A recorded send is a history entry, not delivery verification. Sending through a connected system requires a supported outbound capability.
Can we track what happened next?
The quote workflow keeps its status, activity, and win or loss outcome. Where a source order is matched, the observed order is shown separately.