RFQ to Revenue Playbook

This playbook addresses the operational gaps that lead to margin leakage during the quote-to-order cycle in B2B manufacturing. Designed for plant managers and operations directors, it defines a six-stage process for RFQ capture, quote construction, approval, order confirmation, validation, and tracking to fulfillment. By introducing a minimum viable governance structure, robust metrics, and a 90-day roadmap, the playbook ensures margin protection, operational alignment, and a seamless connection between sales and production teams. Teams will leave equipped to measure and improve metrics like quote turnaround time, exception pricing rate, and on-time delivery, transforming the commercial process into a reliable revenue engine.