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- CPQ for Solar & Renewable Energy
- Who it's for
- Solar sales across organizations
Solar sales across organizations
Solar businesses operating through several selling organizations need clear ownership of each offer. Customer eligibility, quote ownership and reviewer access should follow the organization responsible for the commercial commitment. CPQ for Solar & Renewable Energy connects those identities while retaining the site input and operation evidence for each proposal.
How CPQ for Solar & Renewable Energy is set up for you
Customer eligibility
App Administrator maintains customer codes, contacts and eligibility notes under the intended organization. Quote Specialist checks that context before preparing the offer.
Team membership
The user-to-team-member link identifies the specialist's operating scope and quote ownership. Confirm membership before relying on personal worklists or assigning review responsibilities.
Organization context
Organization records carry their time zone and currency. Agree how validity dates and USD quote amounts are interpreted by each team during the initial setup.
Authorized evidence
Pricing Reviewer and Auditor inspect records within their scope. File visibility and downstream references follow the configured sharing and connection rules.
Solar businesses operating through several selling organizations need clear ownership of each offer. Customer eligibility, quote ownership and reviewer access should follow the organization responsible for the commercial commitment. CPQ for Solar & Renewable Energy connects those identities while retaining the site input and operation evidence for each proposal.
Pilot the same commercial procedure in a pair of selling organizations using separate customer and team-member identities. Prepare a valid quote in each, then deliberately try to price a quote using the other organization's customer. Confirm that the scoped action refuses the mismatch and that the unrelated team cannot inspect its evidence.
Have each reviewer approve a current revision and rehearse a handoff through the appropriate receiving connection. Check the operation key and external reference before describing the handoff as complete. Include a user-account mapping error in the rehearsal so Admin and App Administrator agree who fixes access and who maintains membership. Once those boundaries are understood, add more specialists using the same demonstrated procedure.
Features to start with
Customer scope
Keep each solar quote with the eligible customer, selling organization and responsible specialist.
Quote pricing
Calculate line and quote amounts in USD against the intended quote and price-book revisions.
Solar design inputs
Keep the site address, requested timing and solar design quantities with the commercial quote.
Roles on the team
- Auditor
- Read authorized CPQ records and evidence with access to operational reports only.
- Pricing Reviewer
- Read authorized CPQ evidence and use guarded independent-review actions without unrestricted record editing.
- App Administrator
- Maintain organizations, team membership and customers without business approval authority.
- Quote Specialist
- Prepare assigned draft quotes, quote lines, solar design inputs and attachment records; guarded workflows own protected transitions.
- Admin
- Maintains user access and supports membership reconciliation without business approval authority.
Set up CPQ for Solar & Renewable Energy your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.