DC

Quote QT-2301

LiveSent
Today: spreadsheets and mailed PDFs, with accepted lines rekeyed into Business Central
Step 1 of 5Brightside FacilitiesOwner R. TamblynExpires 19/08/2026
Priced in a spreadsheet today, mailed as a PDF, then rekeyed into Business Central if it is ever won.
Quote value£3,729.725 lines, ex VAT
Margin9.3%£346.44, mark-up 10.2%
Under the floor3lines under 12% margin
Authority conflicts5lines undercutting a price in force
Build the quoteOne guided route from customer to accepted orderStep 1 of 5
This quote is under floor on 3 lines and worth £3,730, so it needs Management to release it before anyone can accept it.Next: What is on it
Who is this quote forStep 1 of 5

Nothing on this step is a question. The account, the contract, the discount band and the prices already in force are known, so they are shown rather than asked. Read them, then carry on.

AccountBrightside Facilities · BRI001
Delivering toSudbury Head Office
ContractBFG-2026 · Contract
Discount bandBand A · 14.0% off list
Spent with us, last twelve months£67,007
Payment terms and balanceProforma · £1,568 owing of £14,000
Account managerFemi Prendergast
Prices already in force for them0 at level 4 or better
Raised10/07/2026 by R. Tamblyn · Sales and marketing
Valid until19/08/2026 · 6 days left