Sales, Engineering, Service, and other departments, as needed, should evaluate the customer’s request, using PM1040-1 CUSTOMER REQUIREMENTS CHECKLIST as a guide. The Sales Manager should serve as the primary customer contact point for resolving questions or ambiguities. The Customer Requirements Checklist Template covers what the product is, who the customer is, how the product will be used, why it’s being made, and more.
Customers may submit their requirements for a product or service informally or formally. The preferred method for receiving customer requirements is through an official Request for Proposal (RFP) document, which should contain a Requirements Definition section. Customer requirements revisions may originate with the customer. The company may also propose revisions based on information it has acquired elsewhere during the course of preparing a proposal or while fulfilling a contract (e.g., pre-production test results, changes to regulations).
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