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- Retail & E-Commerce CPQ
- Who it's for
- Online retailers handling negotiated offers
Online retailers handling negotiated offers
An online retailer may need a negotiated offer for a customer buying a package beyond the public storefront promotion. Quote Specialist records the customer request and prepares a quote with the relevant product quantities. The channel bundle keeps the online offer and promotion code connected to the same customer decision.
How Retail & E-Commerce CPQ is set up for you
Customer eligibility
App Administrator maintains the buying party and its organization. Quote Specialist checks the eligibility note before preparing an offer for a returning customer whose commercial arrangement may have changed.
Promotion review
Pricing Reviewer examines the bundle's validity and the current quote lines. A promotion code used on an earlier offer does not establish that the same price applies to a changed quantity or later date.
Order follow-up
The accepted quote proceeds through a configured order connection. Quote Specialist follows the operation receipt to an actual external reference before treating the handoff as completed.
An online retailer may need a negotiated offer for a customer buying a package beyond the public storefront promotion. Quote Specialist records the customer request and prepares a quote with the relevant product quantities. The channel bundle keeps the online offer and promotion code connected to the same customer decision.
Start with negotiated bundle requests for an agreed online channel. Select an active customer and a representative promotion, then rehearse preparation, independent review and customer acceptance. Use a deliberately expired offer to confirm that a late customer reply cannot bypass validity checks. Repeat a bundle request to check that the promotion effect is applied only once to the affected lines.
Connect the receiving order system during setup and agree what its reference means. A pending handoff should have an owner who can investigate the connection outcome. Storefront checkout and order fulfillment remain responsibilities of the connected commerce systems.
After the first cycle, review the channel offer report and operation exceptions with the people who handled the requests. Agree any changes to channel labels or evidence requirements before expanding to further promotions. Keep the pilot's pricing decisions available so the team can explain why an offer was accepted or returned.
Features to start with
Channel Bundles
Review channel offers with their promotion code, bundle quantity and price validity.
Quote Preparation
Prepare a customer offer with a clear owner, current revision and an agreed validity date.
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.