Separate quote preparation, pricing decisions and administration within the selling organization.
Quote Specialist prepares assigned drafts and their lines, channel offers and attachments. Protected state changes pass through the guarded actions with the expected revision.
Pricing Reviewer reads the authorized evidence and decides eligible revisions through the review action. Reading a queue or maintaining a membership does not supply independent approval authority.
Customers and team membership belong to a selling organization. Access follows that scope, including the quote's child records and attached evidence.
Auditor reads commercial evidence and operation outcomes. Investigation does not grant permission to change the quote, rewrite the receipt or authorize compensation.
App Administrator maintains customers, organizations and team membership. Admin handles platform account access. Pricing decisions remain with Pricing Reviewer.
| Role | Quote Preparation | Line Pricing | Channel Bundles | Pricing Review | Order Handoff | Evidence and Reconciliation |
|---|---|---|---|---|---|---|
| Quote Specialist | Edit | Edit | Edit | Edit | Edit | Edit |
| Pricing Reviewer | View | View | View | View | View | View |
| Auditor | View | View | View | View | View | View |
| App Administrator | Edit | Edit | Edit | Edit | — | Edit |
| Admin | Edit | Edit | Edit | Edit | — | Edit |
Prepare assigned draft quotes, lines, bundle offers, and attachments; guarded workflows own protected transitions.
Starts on: Draft Quotes
Read authorized CPQ evidence and decide eligible revisions only through guarded workflows.
Starts on: Bundle Review Queue
Read scoped CPQ evidence and reports only.
Starts on: Bundle Review Queue
Maintain organizations, memberships, and customers without pricing approval authority.
Starts on: Active Customers
Maintain platform account access and membership setup without independent pricing approval authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.