UAE Quotation Workflow Research

01 / About you

First, tell us about yourself.

Please share who is answering the survey. Then we’ll ask about how your team prepares quotations.

Full name

Designation / job title

Company you work for

02 / About your company

A little about your company.

What type of company do you work for?

IT / Security / Networking / AV Engineering / Industrial Trading / Distribution Construction / MEP / Contracting Manufacturing Logistics / Shipping Professional Services Other

How many people in your company normally prepare, check or approve quotations?

About how many quotations does your company prepare in one month?

03 / How you work today

The tools and information you use.

What does your team use while preparing quotations?

Choose everything you normally use.

Where do you normally keep the products or services you sell?

ERP / CRM Excel Accounting software Different files or systems We do not have one main list We do not need a product/service list Other

Where do you normally keep supplier prices and supplier quotations?

ERP Excel Emails / supplier PDFs Shared folders Different places Individual employees keep their own records We do not use outside suppliers Other

In the last 3 months, did your team have to search old emails, files or quotations to find a supplier price?

04 / Quotations and customers

Finding information and common problems.

Where do you normally find customer details and old quotations?

CRM ERP Excel Email / shared folders Accounting software Different places Each salesperson keeps their own records Other

05 / Follow-up and reports

How your team follows up and reports.

How does your team remember which quotations need a follow-up?

CRM / ERP reminder Excel or tracker Calendar / task app Email flags WhatsApp / Teams Each salesperson remembers it themselves We do not have a clear system Other

How does management check how quotations are performing?

We already have automatic dashboards ERP / CRM reports, with some manual work Mostly Excel reports Someone collects information from different places We rarely track this Not sure

If you could fix one thing about your quotation process, what would it be? (optional)

No answer is required.0 / 400

06 / Optional follow-up

One final question.

Can we speak with you for 15 minutes to understand your process better?

Yes Maybe No

Your answers are used only for this research. See the privacy notice.