Examine rack evidence, calculate the offer and decide its eligible revision.
The Pricing Reviewer examines the submitted configuration against its supporting requirement evidence. Record Approved or Rejected with the decision date under the agreed procedure. Keep this requirement decision separate from the parent quote's commercial state.
The Quote Specialist checks the price book reference and the line revision. Calculate each line as quantity multiplied by the unit price in USD, less the line discount in USD. Sum the intended line values into the quote net and submit the prepared revision from Draft to Review through the configured pricing procedure.
The Pricing Reviewer checks the current revision independently of its owner. Approve the eligible offer or record Reject or Return with a useful reason. Approval moves the quote from Review to Approved; follow the agreed correction procedure for a returned offer.
The Quote Specialist checks the decision and operation receipt against the quote. If the result is uncertain or the revision changed during review, investigate before presenting the offer as approved. Keep the validity date visible for the next customer discussion.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.