Questions, answered

Click Get started, then use Proto to configure CPQ for Retail & E-Commerce for your business. Begin with an active customer, a representative channel offer and separate Quote Specialist and Pricing Reviewer identities. Rehearse that offer through acceptance and the receiving order connection before expanding the scope.

Each line multiplies quantity by its USD unit price and subtracts the USD line discount. The priced line amounts sum to the quote’s net USD amount. Quote Specialist supplies the inputs and Pricing Reviewer checks the resulting current revision.

The bundle offer records the channel, promotion code, quantity and validity under its parent quote. The bundle action checks promotion stacking and price validity once per affected quote line, with independent pricing review before completion.

Pricing Reviewer decides the eligible revision through the guarded review action. The preparer cannot provide their own independent approval, and administrative membership access does not grant pricing authority.

Pricing Reviewer can return the offer with a reason. Quote Specialist corrects the Draft and requests pricing again. The revised offer receives a new review, while the earlier decision remains tied to the revision it addressed.

Acceptance checks validity and the expected revision before moving an Approved quote to Accepted. A late reply needs the commercial offer resolved before it can become accepted business.

The accepted quote is the starting point for a separate handoff through the order connection configured during setup. The receipt remains Pending without that connection. A real external reference and effect evidence support completion.

The handoff uses a stable identity for the quote and revision. A repeated request should recover the original result. Investigate an uncertain destination response through its receipt before requesting another effect.

Quote Specialist requests the correction within authorized scope. Pricing Reviewer authorizes the compensating action for executed Accepted business, preserving the original quote and its evidence so the earlier agreement stays traceable.

Operations Overview shows open and accepted quote value, current review demand and persisted exceptions. Use Receipt Exceptions to inspect failure reasons and Review History to understand the commercial decision behind the affected quote.