Configure quote preparation, independent decisions and evidence access.
| Role | Customers and scope | Quote preparation | Rack requirements | Pricing and review | Acceptance and handoff | Evidence and reconciliation |
|---|---|---|---|---|---|---|
| Pricing Reviewer | View | View | View | View | View | View |
| Auditor | View | View | View | View | View | View |
| App Administrator | Edit | Edit | Edit | Edit | — | Edit |
| Quote Specialist | View | Edit | Edit | Edit | Edit | Edit |
| Admin | Edit | View | View | View | View | View |
Review eligible revisions independently and reconcile operational evidence.
Starts on: Draft Quotes
Read authorized evidence and reports.
Starts on: Draft Quotes
Maintain organization configuration and membership.
Starts on: Active Customers
Prepare assigned operational records and execute eligible reviewed actions.
Starts on: Draft Quotes
Configures user access and supports the application administrator during account setup.
Start free, then use Proto to change fields, steps and approvals before your team goes live.