Submit a device offer requirement for an independent decision while keeping quote economics separate.
Quote Specialist records the device model, unit count, required date and training requirement for the quote and selling organization. Make the requested handoff clear enough that the reviewer can explain it back to the owner.
Quote Specialist submits the Draft requirement, moving it to Submitted. Keep the submitted revision identifiable so a later change cannot silently become part of an earlier decision.
Pricing Reviewer independently approves or rejects the submitted scope. The requirement moves to Approved or Rejected with its decision timing; its decision does not approve the quote price.
Quote Specialist follows the agreed completion action for the approved requirement. Completion records the requirement outcome while the parent quote retains its own pricing and acceptance state.
Quote Specialist checks the quote's next action and retains any relevant evidence. Training delivery or other downstream work follows the responsible external process agreed during setup.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.