Quote preparation and pricing

Prepare eligible customer scope and calculate the hardware and license offer for independent review.

Step by step

Confirm the buyer Quote Specialist

Quote Specialist selects the customer within the selling organization and reads the eligibility note. App Administrator resolves customer or membership issues before preparation continues.
- Establish eligible customer and owner context
- Updates Customers, Organizations, Team members, Quotes
Prepare the draft Quote Specialist

Quote Specialist records the subject, owner, validity date and price-book revision. Add the hardware and license lines with their product codes, quantities and USD pricing values.
- Record the current commercial revision and its lines
- Updates Quotes, Quote lines
Check the requirement handoff Quote Specialist

Quote Specialist confirms that the linked network requirements describe the offer being prepared. Use the agreed configuration review before the relevant commercial commitment; an engineering change may require a separate quote change.
- Align the reviewed requirements with the offer
- Updates Network configurations, Quotes
Calculate and submit pricing Quote Specialist

Quote Specialist requests pricing for the expected draft revision. The operation validates the line values, calculates each extended price less its line discount and totals the quote before moving it to Review.
- Calculate line and quote amounts and submit for review
- Updates Quotes, Quote lines, Operation receipts

And how to keep it from happening.

A line discount is treated as a per-unit discount even though the calculation subtracts it once from the extended line price. Agree the import meaning before pricing.
A pricing request refers to an earlier version of a changed draft. Resolve the conflict before submitting again.
A price-book name is recorded without an identifiable revision. Confirm which source basis supports the offer.
A network requirement change is assumed to update the commercial price. Review and price the quote change explicitly.

Start free, then use Proto to change fields, steps and approvals before your team goes live.