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- CPQ for Data Center Infrastructure
- Who it's for
- Data center infrastructure suppliers
Data center infrastructure suppliers
An infrastructure supplier needs a clear connection between the customer's rack request and the offer sent for review. CPQ for Data Center Infrastructure keeps the rack type, power demand and space requirement with the quote. The Quote Specialist prepares the commercial detail, while the Pricing Reviewer examines the eligible revision and its support.
How CPQ for Data Center Infrastructure is set up for you
Requirement context
Record the rack request and required date against the parent quote. Attach the customer's requirement sheet so the reviewer can understand the values being discussed.
Commercial detail
Prepare product codes and quantities on the intended revision. Check the USD line calculation and price book reference before asking for a pricing decision.
Customer acceptance
Record the customer's decision against the approved, valid revision and follow its downstream handoff through the configured order connection.
An infrastructure supplier needs a clear connection between the customer's rack request and the offer sent for review. CPQ for Data Center Infrastructure keeps the rack type, power demand and space requirement with the quote. The Quote Specialist prepares the commercial detail, while the Pricing Reviewer examines the eligible revision and its support.
Begin with a cabinet expansion offer that includes installation support. Choose a customer whose purchasing entity and contact are already known. App Administrator checks the directory context, and the Quote Specialist prepares the quote owner, validity date and line revision.
Use an ordinary rack request with accessible supporting evidence. Ask the Pricing Reviewer to explain the requirement decision separately from the commercial approval. Then change a line quantity in the rehearsal so the team practices identifying the revised offer before another decision is recorded.
Complete the pilot by recording acceptance and inspecting the order connection's real result. Include a Pending handoff so the specialist practices explaining an unresolved downstream outcome. Agree who investigates those results before increasing the quoting volume. Use the [implementation plan](/cpq-for-data-center-infrastructure/implementation) to capture the review rules and connection responsibilities used in the pilot.
Features to start with
Roles on the team
- Pricing Reviewer
- Review eligible revisions independently and reconcile operational evidence.
- Auditor
- Read authorized evidence and reports.
- App Administrator
- Maintain organization configuration and membership.
- Quote Specialist
- Prepare assigned operational records and execute eligible reviewed actions.
- Admin
- Configures user access and supports the application administrator during account setup.
Set up CPQ for Data Center Infrastructure your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.