Questions, answered

Click Get started, then use Proto to configure CPQ for Commercial Furniture for your business. Begin with an eligible customer, a room package and its furniture lines. Rehearse pricing with a Quote Specialist and an independent Pricing Reviewer before connecting the accepted quote to your order system.

It records the room name, finish, seat count and required date beside the parent quote. The furniture lines carry the quantities and selling amounts used to price that commercial scope.

Pricing multiplies the quantity by the USD unit price and deducts the line discount. The priced line amounts are then summed into the quote total. Agree the source price book reference before submitting the quote.

An independent Pricing Reviewer decides on the eligible revision and records a reason. The preparer’s editing access and the App Administrator’s maintenance responsibilities do not replace that approval.

The Quote Specialist resolves the changed scope and requests an eligible review of the current revision. A stale request cannot approve the updated quote, and a Return decision requires correction before acceptance can proceed.

The acceptance action checks the quote’s validity and revision. An expired request is rejected. Resolve the commercial scope through the agreed correction and review process before recording a new acceptance.

Set up the downstream order connection during implementation. Handoff checks the Accepted quote and expected revision, then records the actual result in an operation receipt. Without a connection, that result remains Pending.

The Pricing Reviewer inspects the receipt and compares its claim with the quote evidence. Reconciliation records completion only with support or identifies a discrepancy for review. Repeating the same request retains its stable operation identity.

Quote attachments carry an Internal or Shared visibility choice. Agree who selects that visibility and rehearse access before using the process with customer material. Decisions and operation receipts remain available for authorized review.

The Quote Specialist prepares the authorized correction and the independent Pricing Reviewer approves a compensating action for executed scope. Preserve the earlier acceptance, decisions and receipts so the team can explain both the original result and its correction.