CIE / Product enquiries & offers
Turn a product enquiry into a reviewable offer.
Help a potential customer move from an initial product request to an offer worth discussing. Clarify quantity, use, delivery and missing details before asking for a decision.
01 / CIE
What your company provides
Provide the catalogue, options, territory, price basis, exclusions and review owners. A customer supplies intended use, quantity or area, location and timing. Missing site information should remain an open question.
02 / CIE
How the workflow progresses
Qualify fit, clarify requirements, prepare a scope draft and compare the customer reply with the approved assumptions. The Modular demo shows how an accelerated delivery request changes the next step from follow-up to feasibility review.
03 / CIE
The decision and intended outcome
An owner reviews exceptional discounts, delivery commitments and unresolved technical conditions. The intended outcome is a consistent offer and an explicit next action, not an automatically binding contract.
One enquiry. A connected sales journey.
Explore a sample enquiry for a modular building, from requirements to your approval.
An incoming enquiry enters at Qualify, then moves into requirements, an offer and follow-up.
Requirements
Requirements to collect
- Usage
- site access and utilities
What CIE does
Understand intended use, site conditions, dimensions, utilities and delivery timing. Missing information becomes a focused question.
Clarify the missing requirements.Your decision
The project owner reviews feasibility and exceptional terms
Information used
Showroom requirements, product options and approved price rules
Usage, site access and utilities
Offer
Offer basis
Approved catalogue and project scope
What CIE does
Prepare scope, options and exclusions from approved product information and pricing rules. Delivery and feasibility checks remain visible.
Review the offer scope.Your decision
The project owner reviews feasibility and exceptional terms
Information used
Showroom requirements, product options and approved price rules
Approved catalogue and project scope
Customer reply
Customer reply to review
Request, reply and current scope
What CIE does
A reply may clarify a requirement or change the scope. Connect it to the affected offer instead of starting a separate record.
Check what changed.Your decision
The project owner reviews feasibility and exceptional terms
Information used
Showroom requirements, product options and approved price rules
Request, reply and current scope
Follow-up
Follow-up plan
Clarification or agreed review
What CIE does
Follow up on the unanswered question or pending decision. Use the recorded context and applicable contact permissions.
Assign the next action.Your decision
The project owner reviews feasibility and exceptional terms
Information used
Showroom requirements, product options and approved price rules
Clarification or agreed review
Human decision
Approval brief
Scope, timing and authority
What CIE does
A responsible person reviews exceptions, capacity and commercial terms. Approve, revise, pause or decline with the relevant information in view.
Record the decision.Your decision
The project owner reviews feasibility and exceptional terms
Information used
Showroom requirements, product options and approved price rules
Scope, timing and authority
Outcome
Opportunity outcome
Agreement, review or reasoned no-go
What CIE does
Record the agreed outcome and remaining conditions. Review the workflow to propose improvements without silently changing business rules.
Review and learn.Your decision
The project owner reviews feasibility and exceptional terms
Outcome and updated context
Keep the reviewed scope or reasoned no-go, open conditions, decision owner and agreed next step together.
Information used
Showroom requirements, product options and approved price rules
Agreement, review or reasoned no-go
Read the complete journey
Requirements
Understand intended use, site conditions, dimensions, utilities and delivery timing. Missing information becomes a focused question.
What CIE does: Clarify the missing requirements.
Your decision: The project owner reviews feasibility and exceptional terms
Offer
Prepare scope, options and exclusions from approved product information and pricing rules. Delivery and feasibility checks remain visible.
What CIE does: Review the offer scope.
Your decision: The project owner reviews feasibility and exceptional terms
Customer reply
A reply may clarify a requirement or change the scope. Connect it to the affected offer instead of starting a separate record.
What CIE does: Check what changed.
Your decision: The project owner reviews feasibility and exceptional terms
Follow-up
Follow up on the unanswered question or pending decision. Use the recorded context and applicable contact permissions.
What CIE does: Assign the next action.
Your decision: The project owner reviews feasibility and exceptional terms
Human decision
A responsible person reviews exceptions, capacity and commercial terms. Approve, revise, pause or decline with the relevant information in view.
What CIE does: Record the decision.
Your decision: The project owner reviews feasibility and exceptional terms
Outcome
Record the agreed outcome and remaining conditions. Review the workflow to propose improvements without silently changing business rules.
What CIE does: Review and learn.
Your decision: The project owner reviews feasibility and exceptional terms
Outcome and updated context: Keep the reviewed scope or reasoned no-go, open conditions, decision owner and agreed next step together.
Read the complete journey
Requirements
Understand intended use, site conditions, dimensions, utilities and delivery timing. Missing information becomes a focused question.
What CIE does: Clarify the missing requirements.
Your decision: The project owner reviews feasibility and exceptional terms
Offer
Prepare scope, options and exclusions from approved product information and pricing rules. Delivery and feasibility checks remain visible.
What CIE does: Review the offer scope.
Your decision: The project owner reviews feasibility and exceptional terms
Customer reply
A reply may clarify a requirement or change the scope. Connect it to the affected offer instead of starting a separate record.
What CIE does: Check what changed.
Your decision: The project owner reviews feasibility and exceptional terms
Follow-up
Follow up on the unanswered question or pending decision. Use the recorded context and applicable contact permissions.
What CIE does: Assign the next action.
Your decision: The project owner reviews feasibility and exceptional terms
Human decision
A responsible person reviews exceptions, capacity and commercial terms. Approve, revise, pause or decline with the relevant information in view.
What CIE does: Record the decision.
Your decision: The project owner reviews feasibility and exceptional terms
Outcome
Record the agreed outcome and remaining conditions. Review the workflow to propose improvements without silently changing business rules.
What CIE does: Review and learn.
Your decision: The project owner reviews feasibility and exceptional terms
Outcome and updated context: Keep the reviewed scope or reasoned no-go, open conditions, decision owner and agreed next step together.
Questions before you start
What should we prepare?
Start with a workflow example, product or service information, approved rules and the person responsible for decisions.
Where is human judgment needed?
Missing information, exceptional discounts, delivery commitments and changed scope need the responsible person. CIE is intended to prepare the context for that review.
What is available?
Agree workflows, required channels and connections with Exwest. Availability depends on your business configuration and approved scope.
EXWEST / Next step
Let’s discuss the work you want to improve.
Bring a typical enquiry or opportunity. We’ll discuss your requirements, decision rules and the CIE scope that fits your business.
Your workflow. Your rules. Your decisions.
contact@exwest.de ↗