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- CPQ for Data Center Infrastructure
- Who it's for
- Multi-organization quoting teams
Multi-organization quoting teams
A quoting team serving several operating organizations needs to distinguish similar customer names and local commercial responsibilities. CPQ for Data Center Infrastructure records organization references on customers, quotes and rack configurations. App Administrator maintains that context while the Quote Specialist prepares the offer under a recognizable owner.
How CPQ for Data Center Infrastructure is set up for you
Customer identity
Check the customer code and organization when a parent company and purchasing subsidiary share a trading name. The eligibility note gives the specialist context for the quoting decision.
Local timing
Agree how organization and team-member time zones affect the validity procedure. Check offers near their validity boundary before acceptance is recorded.
Portfolio evidence
Review quote value by organization and state, then open the underlying decision or operation receipt when an outcome needs explanation.
A quoting team serving several operating organizations needs to distinguish similar customer names and local commercial responsibilities. CPQ for Data Center Infrastructure records organization references on customers, quotes and rack configurations. App Administrator maintains that context while the Quote Specialist prepares the offer under a recognizable owner.
Pilot the process within an operating organization with known customer records and reviewers. Prepare a rack expansion offer and verify that the owner and counterparty references belong to the intended scope. Keep USD line pricing explicit even where the organization records another currency.
Add a similarly named customer from another organization to the access rehearsal. Test the normal specialist and reviewer accounts before importing the wider portfolio. Agree which records each role should be able to select and inspect, and have Admin resolve identity setup alongside App Administrator's directory work.
Use an acceptance case close to the offer's validity boundary and inspect the downstream handoff response. The team should be able to explain which organization issued the quote and which accepted revision reached the connection. Review [roles and responsibilities](/cpq-for-data-center-infrastructure/roles) with the [implementation plan](/cpq-for-data-center-infrastructure/implementation) before extending the same procedure to other organizations.
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.