These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Retail & E-Commerce CPQ
- Implementation
How a Retail & E-Commerce CPQ rollout works
Rehearse a customer offer from scoped preparation through pricing review and order evidence.
Agree the commercial scope
Choose the selling organization and customer offer used for the pilot. App Administrator confirms active customers and membership; agree the time zone, currency context and quoting validity policy.
Prepare the pricing inputs
Quote Specialist supplies product codes, quantities and USD price inputs. Agree the price book reference and discount meaning, then calculate a worked offer and compare each line with the parent amount.
Rehearse independent decisions
Assign separate preparer and Pricing Reviewer identities. Exercise approval, return and rejection on current revisions. Try a self-approval and a stale decision request and confirm refusal.
Run the channel offer
Prepare a bundle with its channel, promotion code and validity. Rehearse submission and independent review, then inspect persisted evidence before treating the bundle as Completed.
Connect the order handoff
Record a valid customer acceptance and request the downstream action. Verify a Pending result without a connection and a real receiving reference with the configured connection. Repeat the request to confirm the same result is retained.
Review exceptions and release
Auditor follows a disputed receipt through reconciliation. Rehearse an accepted-scope correction with Pricing Reviewer authorization and preserve the original evidence. Release the agreed scope when the participants can explain each outcome.
What the customer provides
Bring the active customer list, organization scope and named preparer and reviewer. Supply representative product and price inputs, the promotion rules to rehearse and the evidence expected for customer acceptance. Identify the receiving order system’s owner and provide access through the approved connection setup.
Use an ordinary offer and an exception case from the business. Agree which attachments may be shared and how pending handoffs are assigned for follow-up. Review the data model before migrating existing records.
Changing it afterwards
Rehearse a changed price source, promotion rule or connection mapping against the same acceptance cases before applying it to live work. Preserve existing decisions and accepted revisions. Changes affecting executed accepted scope follow the authorized compensation path, with the original quote and receipt evidence still available.
Set up Retail & E-Commerce CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.