Quote Specialist
Prepare assigned quote scope; guarded workflows own protected transitions.
Can
- Manage quote lines, Quotes, record attachments, room packages
- View Customers, operation receipts, review decisions
Starts on: Room Package Inbox
- Commercial Furniture CPQ
- Roles and access
Who can do what in Commercial Furniture CPQ
Assign quote preparation, independent pricing review and administration to the people responsible for each decision.
Who can do what
| Role | Quote Preparation | Room Packages | Pricing Review | Customer and Team Scope | Accepted Quote Handoff | Activity and Evidence |
|---|---|---|---|---|---|---|
| Quote Specialist | Edit | Edit | Edit | View | Edit | Edit |
| App Administrator | Edit | — | Edit | Edit | — | Edit |
| Auditor | View | View | View | View | View | View |
| Pricing Reviewer | View | View | View | View | View | View |
| Admin | View | — | View | Edit | — | View |
Each role in detail
App Administrator
Maintain organizations, memberships, and customers without business approval authority.
Can
- Manage Customers, Organizations, team members
Starts on: Customer Directory
Auditor
Read scoped evidence and reports without write or execution authority.
Can
- View Customers, operation receipts, Organizations, quote lines, Quotes, record attachments, review decisions, room packages, team members
Starts on: Room Package Inbox
Pricing Reviewer
Independently review eligible revisions and reconcile persisted evidence through guarded actions.
Can
- View Customers, operation receipts, Organizations, quote lines, Quotes, record attachments, review decisions, room packages, team members
Starts on: Room Package Inbox
Admin
Technical administrator maintains user access and reads organization membership for setup without pricing approval authority.
Can
- Manage Users
- View Organizations, team members
Set up Commercial Furniture CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.