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- Medical Devices CPQ
- Who it's for
- Device offers with training requirements
Device offers with training requirements
A device offer may include a customer expectation for training or a site handover briefing. Quote Specialist records that requirement alongside the model, unit count and required date. Pricing Reviewer examines the submitted requirement scope, and the quote continues through its own pricing and customer-acceptance process.
How Medical Devices CPQ is set up for you
Clear expectations
Write the training requirement in language the receiving team can act on. Agree what the required date means and which external team owns delivery of the training activity.
Revision discipline
A change to the model or unit count can change the requirement discussion. Keep the submitted revision visible and obtain the appropriate decision on the revised scope.
Separate outcomes
Completing the requirement records its authorized outcome. Pricing approval, customer acceptance and downstream order completion retain their own decisions and evidence.
A device offer may include a customer expectation for training or a site handover briefing. Quote Specialist records that requirement alongside the model, unit count and required date. Pricing Reviewer examines the submitted requirement scope, and the quote continues through its own pricing and customer-acceptance process.
Use a familiar device offer with a clearly described site handover briefing. Quote Specialist prepares the requirement and submits it for independent review. Have Pricing Reviewer explain the requested scope before deciding it, then follow the authorized completion path while checking that the parent quote's price and commercial status remains unchanged.
Change the requested quantity in a separate rehearsal case and confirm that an earlier decision cannot be used as approval of the changed requirement. Continue through pricing review and customer acceptance, then pass accepted scope to the configured downstream connection.
Identify the external owner of training delivery before widening the pilot. Keep relevant offer documents attached to the quote with the agreed visibility choice. Follow [review device requirements](/cpq-for-medical-devices/processes/review-device-requirements) for the requirement discussion and [integrations](/cpq-for-medical-devices/integrations) for external handoff choices.
Features to start with
Customer and team scope
Establish the selling organization, customer eligibility and accountable quote owner before pricing a device offer.
Quote preparation
Prepare device lines and a clear USD pricing basis for the exact quote revision being reviewed.
Pricing review
Record an independent pricing decision against the quote revision actually examined.
Roles on the team
- Auditor
- Read authorized evidence and reports only.
- App Administrator
- Maintain organizations, membership and customers without business approval authority.
- Pricing Reviewer
- Read authorized CPQ evidence and use guarded independent-review actions without unrestricted record editing.
- Quote Specialist
- Prepare assigned draft quote, line, configuration and attachment records; guarded workflows own protected transitions.
Set up Medical Devices CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.