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- Retail & E-Commerce CPQ
- Who it's for
- Store-led retail quoting
Store-led retail quoting
A store-led retail team may prepare a package quote after a customer discussion that cannot be settled at the shelf price. The customer could be buying a store-opening package or arranging a larger purchase for a business location. Quote Specialist turns that discussion into a draft with an assigned owner, quantities and a validity date.
How Retail & E-Commerce CPQ is set up for you
A traceable request
Attach the customer's written requirements to the quote and identify the intended buying party. App Administrator maintains customer codes so similar names do not lead to the wrong commercial account.
An explainable price
Quote Specialist enters the unit price and line discount. Pricing Reviewer can inspect the calculated line amounts and the price book reference before deciding whether the offer should proceed.
A clear next action
My Quotes helps the specialist follow the customer decision. Accepted Quotes provides the starting point for an order handoff through the business's configured destination.
A store-led retail team may prepare a package quote after a customer discussion that cannot be settled at the shelf price. The customer could be buying a store-opening package or arranging a larger purchase for a business location. Quote Specialist turns that discussion into a draft with an assigned owner, quantities and a validity date.
Choose a package request that includes a discounted line and a line sold without a discount. Agree who maintains the customer record and who independently reviews the offer. Rehearse a returned quote, with the reviewer explaining what must change before approval. The corrected revision should be priced and reviewed again before acceptance.
Use a customer confirmation attachment to rehearse the evidence handoff. Decide which material can be shared and keep internal pricing notes within the appropriate access scope. Check the validity date when the customer replies after the original conversation.
Finally, follow the accepted quote into the configured order connection. Confirm that a destination not yet configured leaves a visible pending operation and that the specialist knows who investigates it. Keep point-of-sale processing and fulfillment with the systems chosen for those activities, connected during setup where needed. Review the complete case with Auditor before widening the quoting scope.
Features to start with
Quote Preparation
Prepare a customer offer with a clear owner, current revision and an agreed validity date.
Order Handoff
Carry an accepted quote to a configured order connection and retain the actual outcome.
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.