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- Aerospace Components CPQ
- Who it's for
- Multi-site component groups
Multi-site component groups
Groups with several operating companies or sites often quote the same kinds of parts to different customers, with separate sales teams and separate reviewers. Each site needs its own customer list and team, while group finance and quality want to read decisions and receipts across all of them. Quote values are held in USD on every quote, so group totals can be compared without converting each site's figures first.
How Aerospace Components CPQ is set up for you
One organization per operating unit
Each Organization has its own Code, time zone and Currency, and owns its Customers, team members, Quotes and aerospace requirements. Pricing refuses a request that names the wrong organization.
Reviewers within each site
Assign Pricing Reviewers through team members in the Organization they review for, so independent review holds at every site.
A group-wide audit view
The Auditor role reads quotes, decisions, attachments and receipts, which lets a group quality or finance reader follow the trail without editing it.
Groups with several operating companies or sites often quote the same kinds of parts to different customers, with separate sales teams and separate reviewers. Each site needs its own customer list and team, while group finance and quality want to read decisions and receipts across all of them. Quote values are held in USD on every quote, so group totals can be compared without converting each site's figures first.
Start with two Organizations that quote similar parts, so you can compare how they set up customers, requirements and reviews. Load each site's active customers and team members first, then their open quotes. Agree a shared list of certificate types and evidence types before the second site goes live. Keep each site's order system as its own connection with a named owner.
[Plan the rollout](/aerospace-components-cpq/implementation), [review the modules](/aerospace-components-cpq#modules) and [compare your source data](/aerospace-components-cpq/data-model).
Features to start with
Roles on the team
- Auditor
- Read authorized evidence and reports.
- App Administrator
- Maintain organization configuration and membership.
- Pricing Reviewer
- Review eligible revisions independently and reconcile operational evidence.
- Quote Specialist
- Prepare assigned operational records and execute eligible reviewed actions.
- Admin
- Maintains platform user accounts and access for the team without taking quote or pricing decisions.
Set up Aerospace Components CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.