Turn the current draft into a priced revision and an independent commercial decision.
Quote Specialist confirms the draft revision, price book reference and equipment values. The request must identify the correct organization and current draft.
Quote Specialist requests pricing. Each net line amount is quantity times unit price less the line discount; the parent total is the sum of those amounts. A successfully priced draft moves to Review.
Pricing Reviewer examines the saved equipment values and supporting evidence independently. Approve moves Review to Approved; Reject moves it to Rejected; Return sends it back to Draft with a reason.
Quote Specialist answers the reviewer's reason, corrects the draft and submits the current revision for pricing again. The earlier decision remains available alongside the fresh decision.
Quote Specialist checks the approved revision and validity date before recording the customer's response. Review the kitchen package outcome as part of the agreed operating sequence.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.