Establish the buying account, assigned owner and equipment scope before requesting pricing.
App Administrator checks the active customer, contact and address under the correct dealer organization. Resolve a duplicate account before it becomes the parent context for another commercial offer.
Quote Specialist creates a Draft quote with its number, subject, owner and validity date. The subject explains the kitchen equipment scope clearly enough for the reviewer to recognize the request.
Quote Specialist adds the product codes, quantities and USD values to the quote revision. Keep the line revision aligned with the parent before requesting pricing.
Quote Specialist adds the relevant customer instruction and site material, choosing Internal or Shared visibility deliberately. The evidence should explain the equipment selection and any readiness questions.
Quote Specialist checks the current revision and price book reference, then requests calculation. The next commercial decision belongs to the Pricing Reviewer after pricing reaches Review.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.