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- Retail & E-Commerce CPQ
- Who it's for
- Multi-channel sellers
Multi-channel sellers
A seller operating through stores and online channels needs to explain why a particular customer received a particular offer. Channel bundles carry the promotion code and validity under the customer quote, while the selling organization defines the commercial scope. The same product request can therefore be discussed with its actual channel context throughout review.
How Retail & E-Commerce CPQ is set up for you
Organization boundaries
App Administrator maintains active customers and team membership for each selling organization. Quote Specialist selects an eligible customer and owner before preparing the offer, even when another channel recognizes the customer name.
Channel context
Consistent channel labels and promotion codes make the channel offer report useful. Pricing Reviewer checks the submitted bundle revision and its relationship to the parent's priced lines.
Comparable evidence
Auditor can trace approval reasons and operation results through the parent quote. A completed receipt needs confirming evidence regardless of which channel originated the offer.
A seller operating through stores and online channels needs to explain why a particular customer received a particular offer. Channel bundles carry the promotion code and validity under the customer quote, while the selling organization defines the commercial scope. The same product request can therefore be discussed with its actual channel context throughout review.
Choose an online offer and a store offer with clear commercial differences. Agree the channel wording and the price source for each. Rehearse an offer whose promotion expires before customer acceptance, then compare it with a valid offer that proceeds through review. Keep the changed offer's revision visible so the earlier decision cannot be reused accidentally.
Agree the time zone and currency context for each selling organization. Quote line and parent net amounts are in USD; any destination conversion is part of the connection setup. Use the receiving system's owner to verify that the accepted amounts retain their intended meaning after handoff.
Expand channel coverage only after the team can explain a repeated request, a returned quote and a pending handoff from their evidence. Operations Overview can help find review demand and persisted exceptions, while the related records provide the detail for resolving them. The initial rehearsal should include an attempted cross-organization action to confirm that a familiar channel label does not widen access.
Features to start with
Quote Preparation
Prepare a customer offer with a clear owner, current revision and an agreed validity date.
Channel Bundles
Review channel offers with their promotion code, bundle quantity and price validity.
Line Pricing
Calculate USD quote totals from quantities, unit prices and discounts on the current revision.
Roles on the team
- Quote Specialist
- Prepare assigned draft quotes, lines, bundle offers, and attachments; guarded workflows own protected transitions.
- Pricing Reviewer
- Read authorized CPQ evidence and decide eligible revisions only through guarded workflows.
- Auditor
- Read scoped CPQ evidence and reports only.
- App Administrator
- Maintain organizations, memberships, and customers without pricing approval authority.
Set up Retail & E-Commerce CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.