Proposal Process Flowchart

This comprehensive flowchart outlines the structured steps involved in generating client proposals and processing sales orders. The journey begins with gathering client requirements, leading to the creation and iterative refinement of project revisions within an SI 5 system. Activities include adding, removing, and modifying products to align with client needs. A critical decision point assesses client approval; if the current or a previous revision isn't approved, a new revision is created, and the refinement cycle continues. Upon client approval, the process moves forward to generating a sales order and subsequently a QuickBooks estimate, before seamlessly transitioning to the engineering process. The legend on the right clarifies the various elements, such as client interactions, SI 5 functions and data, and third-party accounting functions.

proposal process - sales workflow - client engagement - project management - business process - accounting integration - flowchart