Prepare customer scope and draft lines, validate the pricing request and bring calculated USD amounts to review.
App Administrator maintains the operating organization, customer eligibility and team membership. Quote Specialist selects the intended customer and owner before preparing the offer. Resolve scope or membership questions with App Administrator.
Quote Specialist records the offer subject, validity date and price book revision. Add product codes, quantities, unit prices, line discounts and costs. Keep the offer in Draft while the commercial inputs are being checked.
Quote Specialist follows the compatibility process for controller-dependent options before price commitment. Use the technical decision and its evidence to support the proposed equipment scope.
Quote Specialist requests pricing with the expected Draft quote revision. The action validates organization scope, state, price book revision and line values. It multiplies quantity by unit price, subtracts the discount and sums the resulting net lines into the quote amount.
Successful pricing moves the quote from Draft to Review. Pricing Reviewer receives the current revision with its calculated amount and supporting lines. Commercial approval follows in the decision process.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.