Build a complete product configuration and a traceable price before submitting the quote for review.
6 stages · 0 approvals
Follow the process from start to finish. Select a step to see who acts and what changes.
Sales Rep creates a draft from an account or opportunity. The quote takes the appropriate price book, contact, addresses and payment terms. Imported opportunity products retain their source identities; unmatched SKUs remain in staging until mapped to valid catalog items. Promotion books use an explicit template or approved fallback.
Draft and unresolved source mappings identifiedApproval conditions.
Sales Rep selects products, quantities and options. Required bundle components carry their parent and rule provenance, while optional choices remain deliberate selections. Recurring and service lines retain actual dates, cadence and term. Operative contract and renewal terms are resolved before the document can be sent.
Product choices and service terms preparedSales Rep reviews the rule results. The evaluator reconciles automatic additions and quantities to a stable configuration without duplicating lines on each save. Missing required options, exclusions and cyclic dependencies block progress with evidence. Rule hits retain blocked attempts as well as successful additions, warnings and recommendations.
Stable generated configuration and rule evidence retained| Rule Code | Name | Type | Severity | Description |
|---|---|---|---|---|
| RC-545 | Rule 778 | Validation | Block | Validation pr-272 |
| RC-782 | Rule 370 | AutoAdd | Warn | AutoAdd pr-897 |
| RC-793 | Rule 234 | Exclusion | Info | Exclusion pr-947 |
| RC-533 | Rule 627 | Recommendation | Block | Recommendation pr-333 |
| RC-651 | Rule 238 | Validation | Warn | Validation pr-596 |
| RC-799 | Rule 382 | AutoAdd | Info | AutoAdd pr-545 |
Sales Rep reviews prices from the applicable book and quantity band, option deltas and allowed fallback. The recompute snapshots source revisions and costs, then allocates line and header concessions on the complete commercial basis. Recurring measures normalize active service at the disclosed measurement date, excluding future ramps, while term value retains all agreed periods.
Comparable prices and allocated net values calculatedApproval conditions.
Sales Rep reviews the generated promotion result and effective line economics. Only system-authored eligible bundle benefits receive the policy treatment for automatic concessions. Allocation follows the qualifying products and stacking rule. Floors are checked after all discounts; missing cost and zero-price components receive explicit review rather than invented margins.
Eligible benefits and final floor exceptions identifiedSales Rep reviews net amounts, tax treatment, service dates, selected terms and billing milestones, then submits the complete proposal. Submission freezes the quote revision and creates the required review work. It is a request for approval; an automatic band clears only when all configuration, floor and terms requirements permit it.
Complete immutable proposal submitted for required decisionsApproval conditions.
| Stage | Records | Effect |
|---|---|---|
| 1 Open | QuotesAccountsOpportunitiesOpportunityItemsQuoteTemplates | Draft and unresolved source mappings identified |
| 2 Add lines | QuoteLinesQuoteLineOptionsBundleComponentsContractTemplates | Product choices and service terms prepared |
| 3 Check configuration | ProductRulesRuleConditionsRuleActionsConfigurationRuleHitsQuoteLines | Stable generated configuration and rule evidence retained |
| 4 Resolve prices | PriceBooksPriceBookEntriesQuoteLinesQuoteDiscountsQuotes | Comparable prices and allocated net values calculated |
| 5 Apply promotions and floors | BundleDiscountsBundleRequiredProductsQuoteDiscountsQuoteLines | Eligible benefits and final floor exceptions identified |
| 6 Submit | QuoteVersionsQuoteVersionLinesQuoteDiscountAllocationsQuotesBillingMilestonesDiscountApprovalSteps | Complete immutable proposal submitted for required decisions |
Deduplicated ConfigurationRuleHits in the trailing ninety days by rule/component version and outcome, including blocked attempts, removed automatic lines, exclusions and recommendations. Count attempts and affected lines separately.
| Rule Code | Name | Type | Severity | Description |
|---|---|---|---|---|
| RC-545 | Rule 778 | Validation | Block | Validation pr-272 |
| RC-782 | Rule 370 | AutoAdd | Warn | AutoAdd pr-897 |
| RC-793 | Rule 234 | Exclusion | Info | Exclusion pr-947 |
| RC-533 | Rule 627 | Recommendation | Block | Recommendation pr-333 |
| RC-651 | Rule 238 | Validation | Warn | Validation pr-596 |
| RC-799 | Rule 382 | AutoAdd | Info | AutoAdd pr-545 |
Elapsed time from Quotes.CreatedAt to each frozen version SentAt and valid acceptance/decline/expiry. Provider recipient views/signatures are distinct from full envelope completion; deduplicate EQuoteEvents by source key and retain unresolved attempts separately. Slice by owner, family and provider; no fabricated terminal time for still-open work.
For each bundle or promotion, eligible quote versions with that bundle attached divided by eligible evaluated quote versions; show denominator and exclude duplicate evaluations. Revenue and margin come from final allocated bundle-group value and all component costs; unknown-cost coverage remains visible.
Approval conditions.
Accepted, executed and verified commitments recognized under the selected booking policy, with written acceptance awaiting signature shown separately. Original/add amounts, signed replacement/cancellation ChangeAmount and renewals are distinct; reconcile ContractLines, accepted versions and order allocations without double-counting staged orders or replacement states. Report ARR as run rate, not cash or revenue recognition.
Approval conditions.
Positive finalized issued invoice Balance in current, 1–30, 31–60, 61–90 and over-90 days past DueDate as of a stated date/timezone. Show retained unapplied cash and available account credit separately; exclude Draft/Void artifacts and unconfirmed reversals/refunds.
Configure human approval actions separately from assistant preparation. Discount and terms decisions, contract verification, order confirmation and release, schedule activation and credit decisions stay with authorized people. An assistant cannot grant itself delegation, change an accepted proposal, treat a missing provider response as success or turn a suggested cash match into an approved correction.
Connect a configured proposal to its approvals, executed terms, fulfilled order and reconciled invoice.
8 stages · 4 approvals
Review concessions and terms against the complete proposal, with clear authority, delegation and revision history.
6 stages · 1 approval
Verify the executed sale and release only the quantities, terms and value the buyer authorized.
6 stages · 2 approvals
Activate the agreed billing plan, issue each obligation once and reconcile cash and credits to the account.
6 stages · 2 approvals
Prepare the next service term from current contracted entitlements and the renewal terms the buyer accepted.
6 stages · 2 approvals
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