Separate quote preparation, independent review and setup maintenance within the operating organization.
Quote Specialist prepares assigned draft offers, compatibility requests and attachments. Guarded actions control protected lifecycle decisions.
Pricing Reviewer reads the scoped records and decides through the review actions. Reviewer independence and expected revision matter at the point of decision.
App Administrator maintains organizations, customers and team membership. Admin handles user access setup. Keep those responsibilities distinct from operational approval.
Auditor reads authorized records and reports. Attachment visibility and organization scope need explicit access checks before release.
| Role | Customer scope | Automation compatibility | Quote pricing | Quote decisions | Order handoff | Evidence and recovery |
|---|---|---|---|---|---|---|
| Quote Specialist | View | Edit | Edit | Edit | Edit | Edit |
| Pricing Reviewer | View | View | View | View | View | View |
| Auditor | View | View | View | View | View | View |
| App Administrator | Edit | — | Edit | Edit | Edit | Edit |
| Admin | Edit | — | View | View | View | View |
Prepare assigned draft quotes and attachments; guarded workflows own protected transitions.
Starts on: Draft Pricing
Independently review eligible revisions and reconcile evidence through guarded actions.
Starts on: Automation Review Queue
Read scoped evidence and reports only.
Starts on: Quote Status Board
Maintain organizations, memberships and customers without operational approval authority.
Starts on: Active Customers
Maintain platform user access under the agreed setup policy, without automatic pricing or compatibility approval authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.