Industrial Machinery CPQ

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  1. Industrial Machinery CPQ
  2. Process
  3. Quote preparation
Process · Quote preparation

Quote preparation

Prepare an eligible customer's machinery quote with an accountable owner, commercial lines and supporting evidence.

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Step by step

  1. Check customer scope Quote Specialist

    App Administrator maintains the active customer and selling organization. Quote Specialist checks the customer contact, address and eligibility note before drafting. Resolve any disagreement about the account's selling organization before the quote is prepared for protected pricing or review actions.

    • Establish the eligible customer and acting organization
    • Updates Customers, Organizations, Team members

  2. Prepare the quote Quote Specialist

    Quote Specialist creates a Draft offer with its subject, record number, customer, owner and validity date. Identify the commercial revision and price book revision the team will use. Keep the draft attached to the organization that owns the sale.

    • Create the Draft commercial offer and assigned owner
    • Updates Quotes

  3. Add commercial lines Quote Specialist

    Quote Specialist records numbered lines for the machine and priced options. Check each product code, quantity, USD unit price, USD discount and cost. The discount is subtracted from the extended line amount; agree that convention with the person reviewing the offer.

    • Record machine and option price inputs
    • Updates Quote lines, Quotes

  4. Record machine requirements Quote Specialist

    Quote Specialist links a draft configuration to the quote and records power supply, cycle rate, safety option and required date. Add supporting attachments to the quote so the independent reviewer can understand the customer's operating requirement.

    • Link requirements and supporting evidence to the quote
    • Updates Machine configurations, Record attachments

  5. Prepare for submission Quote Specialist

    Quote Specialist checks the current revision and attachment visibility, then follows the configuration and pricing review processes. Draft preparation ends with a clear request for review. The independent reviewer supplies the later decision.

    • Check the request before the guarded review sequence
    • Updates Quotes, Machine configurations, Record attachments

Where it usually breaks

And how to keep it from happening.

  • Wrong selling account. A customer selected from another organization creates a scope problem before the commercial action can proceed. App Administrator resolves the relationship.
  • Discount convention. An imported percentage entered as a USD line discount changes the calculated offer. Check the unit and meaning during the import rehearsal.
  • Unclear machine requirement. A safety option needs enough supporting information for an independent decision. Quote Specialist resolves the customer's request before submission.

Who does what

Roles and permissions
Quote Specialist
, App Administrator, Pricing Reviewer, Auditor, Admin.

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