Prospect · commercial preparation

Give the offer a clear foundation.

Qualify the opportunity, develop the estimate and quote, and keep sight of what the customer has agreed to. Prospect brings the commercial work together before delivery begins.

Riverside building controls upgradeCommercial preparation · snapshot 6 August 2026Example project
Quote version 2 · accepted

Current quote · issued 29 July 2026

Quote version 2 Accepted 31 July 2026

  • Survey and isolation planning
  • Valve-actuator replacement
  • Controls commissioning

Internal approval: 30 July. Customer acceptance: 31 July.

View the scope and compare quote versions.

Issued 29 July 2026

Quote version 2 Current quote

  • Internal approvalApproved 30 July 2026
  • Customer responseAccepted 31 July 2026

Issued 27 July 2026

Quote version 1 Previous quote

  • Internal reviewScope clarification requested, 28 July 2026
  • Customer responseNone recorded for this version
The earlier quote remains available for comparison.

Illustrative example. Pylonnex is a new platform in active development.

From a promising opportunity to an agreed offer.

01

Choose what to pursue

Keep track of new enquiries and assess whether the work is a good fit before you invest in an offer.

02

Develop the quote

Bring the estimate and scope into focus as the offer takes shape. Earlier versions remain available when you need to look back.

03

Keep decisions clear

See the internal review and the customer's response beside the offer they relate to.

04

Prepare for delivery

Carry the agreed scope and commercial context forward so the delivery team can understand what was promised.

Explore delivery in CoreCompare the offer in Sage