Quote to contract

Step by step

1. Configure Sales Rep

   Sales Rep selects the selling entity, opportunity, effective price book and product lines. Quantities, options, charge units, service dates and committed usage form the proposed scope. Required configuration rules retain their evaluated versions. Uncommitted usage stays a labeled estimate outside accepted term value.

   • Resolve the proposed offer basis
   • Updates Quotes, Quote items, Price book entries, Configurations

2. Review configuration CPQ Admin

   An independent CPQ Admin reviews the proposed configuration and its recorded conflict. The decision is limited to technical scope. A missing or invalid combination cannot pass because another reviewer approved a commercial discount, and the rule author cannot independently approve their own change.

   • Decide the exact technical exception
   • Updates Configurations, CPQ rules, Approval decisions
   Approvalwhen a technical exception is required

3. Review price Sales Manager

   An independent Sales Manager reviews every affected line within its price-book and personal ceilings. Eligible standard lines can use the explicit Sales Rep self-release path. The net price is calculated once; a lower weighted overall discount cannot hide a line above authority.

   • Authorize commercial pricing within scope
   • Updates Quotes, Quote items, Approval decisions
   Approvalabove self-release authority or for exceptions

4. Send offer Sales Rep

   Sales Rep sends the approved current version with its term, expiry and disclosed tax basis. Actual provider or manual dispatch evidence establishes sending. A queued document is still pending, and an uncertain response requires reconciliation before another request is created. Material amendments supersede stale approval and send scope.

   • Record actual delivery of the approved offer
   • Updates Quotes, Document versions, Outbound deliveries

5. Approve terms Sales Manager

   An independent Sales Manager reviews the final contract artifact, negotiated changes, required parties and accepted line commitments. The reviewer excludes the preparer and material editors. Any changed product configuration also returns to technical review; the commercial approval does not waive that dependency.

   • Approve the final agreement
   • Updates Contracts, Contract items, Approval decisions
   ApprovalA person approves before the work moves on.

6. Verify acceptance Sales Manager

   Sales Manager compares complete authenticated signatures or permitted equivalent evidence with the exact current contract version. All required parties must be covered. Declined, voided, expired and partially signed attempts remain visible and cannot activate the agreement through a generic callback.

   • Verify complete current acceptance
   • Updates Signature requests, Integration events, Contracts
   ApprovalA person approves before the work moves on.

7. Activate Sales Manager

   Sales Manager activates the verified agreement through the guarded transition. Accepted lines and cycles preserve cadence, quantity and net value. The won opportunity and eligible downstream actions retain one source identity, while order allocations and later billing consume only their remaining permitted portions.

   • Make accepted scope eligible once
   • Updates Contracts, Contract cycles, Opportunity history

Sales Rep

Configures and sends offers.

CPQ Admin

Independently reviews technical exceptions.

Sales Manager

Approves commercial terms, verifies acceptance and activates contracts.

Sales Ops

Coordinates accepted order scope.

AR Clerk

Validates the billing and tax basis.