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glossary of terms
Customer Quotation
Procedure B5
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Customer Quotation Procedure:
1. Step 5 of brokerage begins with a Customer Quotation Procedure using the Business Message Service to request agreement of a proposed contract from a supplier.   A set of proposed contracts may be shown to the customer to indice the kinds of spend available and the customer can choose any proposed contract.
2. The proposed contract that the customer chooses is marked as accepted and other proposed contracts are marked as rejected or historic.   The accepted contract is sent to the supplier via a BMS.

B5 Business Message Service:
1. When a customer quotation is needed for a specific service, the B5 button on the service is pressed to make it happen.   A set of services may be consolidated into a single quotation when applicable.
2. The B5 button is only available when a set of proposed contracts are available.
3. A public envelope email message is sent to the customer contract email address with a suitable subject line.
4. The customer has a choice to (1) opt-in, (2) opt-out or to (3) ignore the public email message.
5. When the customer clicks to opt-in, they are shown the quotation letter and an optional form for then to choose one of the proposed contracts.
6. When the customer enters their selection, the result automatically changes the status of all impacted proposed contracts.   The customer has another option to return an email message regarding their choice that is then transcribed into the proposed contracts.
7. When the customer clicks opt-out they are not shown the quotation letter and the broker must use alternative methods to show the customer the quotation.
8. When the customer ignores the email for four days, the email expires and an alarm message shown to the broker to take alternative action - the email address may be no longer valid.
9. This procedure is safe and secure, and does not leak confidential business data to email service providers in all parts of the world.

B5 Outcome:
1. The outcome of the customer quotation procedure is a new accepted contract.
3. KPI of new accepted contracts may be monitored by month, year and total.
5. A broker action message may be shown on the dashboard as a type of service task where the customer opts out or ignores the customer quotation message.

Document Control.
1. Document Title: Customer Quotation Procedure.
2. Description: Bespoke Application Service: Customer Quotation Procedure.
3. Keywords: Bespoke Application Service, Customer Quotation Procedure.
4. Privacy: Shared with approved people for the benefit of humanity.
5. Edition: 1.1.
6. Issued: 2 Jan 2018.