Product Lead
Variant request to quotation
A customer wants a variant with custom branding and firmware. Quickly understand what changes, what it costs and what to quote.
How you work it in Colleag
- 1
Describe the request to the colleague: a variant with custom branding and firmware.
- 2
The colleague compares against the base product: BOM, documents, certification and costing.
- 3
Review what changes and the costing material with the assumptions visible.
- 4
Get a quotation draft to adjust and approve before it goes to the customer.
A worked example
“A customer wants the X200 with their own logo and adapted firmware. What does it cost and what do we quote?”
A walkthrough of what differs from the base product: labelling, firmware work, documents that need redoing and any certification impact, with costing material and a quotation draft. The assumptions are stated so you can change them.
Screenshot from Colleag. The example uses invented figures.
The material
- The base product's BOM and documents
- Costing and prices from the business system
- Earlier quotations on similar variants
You approve
Everything the colleague produces is a proposal with sources. Nothing is published, sent or saved to the archive without a human approving it, and every figure traces to its material.
More from Product Lead
Curious what it feels like?
We run pilot programs with a few manufacturing companies at a time. Tell us about your business and we will show what the colleagues can do with your documents and your data.