Assemble the customer scope and price the current Draft revision for independent review.
App Administrator maintains the organization, eligible customer and team membership. Quote Specialist selects the intended customer and owner within that scope, then checks the proposal subject and validity date.
Quote Specialist records the product codes, quantities, USD unit prices and line discounts. Each line belongs to the quote and carries its revision. Keep supporting site information attached to the same commercial record.
Quote Specialist identifies the expected quote revision and price-book revision before requesting pricing. Resolve any changed or stale values before committing the calculation.
The pricing action validates scope, Draft state, revisions and line values. It calculates each line as quantity multiplied by unit price less the discount, then sums the lines into the quote's USD net amount.
Quote Specialist checks the priced lines and total and makes the current revision available to Pricing Reviewer. The reviewer receives the same scope and pricing basis used for the calculation.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.