Build a scoped Draft quote and submit its device lines for pricing at an explicit revision.
App Administrator maintains the active organization, customer and team membership. Quote Specialist checks the selected customer's eligibility note and identifies the owner within that selling organization.
Quote Specialist creates the offer with its subject, validity date and price-book revision. Add the device product codes and quantities to the quote lines, keeping each line attached to the intended parent quote.
Quote Specialist reviews the USD unit price, line discount and cost information. Reproduce the line calculation as quantity multiplied by unit price, less the line discount, before requesting pricing.
The pricing request names the explicit Draft quote and expected revision. The action checks organization scope, state, price-book revision and every line value before writing calculated line and quote amounts.
Eligible pricing moves the quote to Review. Pricing Reviewer receives the priced revision and its evidence for an independent decision; the specialist resolves a rejected request before attempting the next handoff.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.