Verify the quoted specification
Record the range, overall and opening dimensions, roof, finish, side-by-side glass or screen layout and accessories. Label sides consistently, for example as viewed from the garden, so left and right cannot be interpreted differently. State whether delivery, installation and groundworks are included, and flag any provisional measurements. Have the buyer review the same specification that the commercial lines price.
Reconcile quantities and prices
Check item identifiers, quantity bases, minimum charges and authorized discounts individually. Elite Aluminum's Configurix quote software includes SKU numbers for individual items, supporting a traceable connection between configuration and quote. Validate your own formulas against approved examples instead of relying only on the final total.
Control the issued document
Name the proposal revision and its validity, inclusions and next required action. Preserve sent commercial terms when maintaining the price list. A changed size or accessory should trigger a deliberate revised proposal, with affected product and internal records reviewed together before order release.
Implementation checklist
- Complete specification
- Explicit inclusions and exclusions
- Line-level checks
- Issued revision preserved