Take an eligible customer request into a priced revision ready for independent review.
App Administrator maintains the active customer and organization membership. Quote Specialist checks the customer's eligibility note and selects an owner in the same organization before preparing the offer.
Quote Specialist creates the Draft with its validity date and price book revision. Attach the customer's request and enter product quantities, unit prices and line discounts under that parent quote.
Quote Specialist requests pricing for the expected revision. The action validates the draft and line inputs, calculates each USD net line amount and sums the quote total. A successful result moves the quote to Review.
Quote Specialist checks the resulting amounts and supporting evidence. Pricing Reviewer receives the current revision for the later approval decision. Preparation itself supplies no approval.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.