Give quote preparation, independent commercial review and administrative access clear owners.
Prepare authorized draft quotes, commercial lines, machine configurations and attachments. Use the guarded actions for pricing, submission, acceptance and handoff.
Read the authorized commercial evidence and decide through independent review actions. Keep economic changes within the protected business actions.
Maintain customer accounts, organizations and team membership. Keep commercial approval with Pricing Reviewer.
Read quote evidence, decisions and operation outcomes within the authorized scope. Follow exceptions without changing the commercial offer.
Maintain user access and administrative setup. Keep the reviewer's independent decision separate from access maintenance.
| Role | Customers and team scope | Machine configurations | Quote pricing | Quote review | Acceptance and handoff | Evidence and reconciliation |
|---|---|---|---|---|---|---|
| Quote Specialist | View | Edit | Edit | Edit | Edit | Edit |
| Pricing Reviewer | View | View | View | View | View | View |
| App Administrator | Edit | — | — | Edit | — | — |
| Auditor | View | View | View | View | View | View |
| Admin | Edit | View | View | Edit | View | View |
Prepare assigned draft quote, line, configuration and attachment records; guarded workflows own protected transitions.
Starts on: My Draft Quotes
Read authorized CPQ evidence and use guarded independent-review actions without unrestricted record editing.
Starts on: Configuration Review Inbox
Maintain organizations, membership and customers without business approval authority.
Starts on: Active Customer Accounts
Read authorized evidence and reports only.
Starts on: Configuration Review Inbox
Maintain user access and administrative setup while leaving commercial decisions with the independent Pricing Reviewer.
Start free, then use Proto to change fields, steps and approvals before your team goes live.