Configure and price

Step by step

1. Open Sales Rep

   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 identified
   • Updates Quotes, Accounts, Opportunities, Opportunity items, Quote templates

2. Add lines Sales Rep

   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 prepared
   • Updates Quote lines, Quote line options, Bundle components, Contract templates

3. Check configuration Sales Rep

   Sales 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
   • Updates Product rules, Rule conditions, Rule actions, Configuration rule hits, Quote lines

4. Resolve prices Sales Rep

   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 calculated
   • Updates Price books, Price book entries, Quote lines, Quote discounts, Quotes

5. Apply promotions and floors Sales Rep

   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 identified
   • Updates Bundle discounts, Bundle required products, Quote discounts, Quote lines

6. Submit Sales Rep

   Sales 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 decisions
   • Updates Quote versions, Quote version lines, Quote discount allocations, Quotes, Billing milestones, Discount approval steps

Sales Rep

Builds, checks and submits the proposal.

Product Manager

Maintains governed catalog and rule definitions.

Pricing Manager

Maintains books, costs, floors and promotions.

Sales Manager

And Executive Approver review assigned pricing exceptions.

Deal Desk

Reviews non-standard terms.

Admin

Maintains configuration controls.