Quote Lifecycle Collaboration
As a Sales Rep, you can request different users to collaborate on a configuration using the Quote Collaboration feature. The feature helps you to work with different users, called the Collaborators, and get their input on a configuration or pricing, merge the changes with the original configuration and finalize a single quote. Quote Collaboration allows you to assign a part of the configuration to Collaborator that you need help with, which helps you to limit the exposure of the entire configuration.
The following roles are participating in a Quote Collaboration:
Role | Description |
|---|---|
Sales Rep | The Sales Rep initiates a collaboration process. Typically a Sales Rep is a member of the sales team and has a customer-facing role. The Sales Rep is in charge of sending out a single final quote to the customer. |
Collaborator | A Collaborator is a product owner, manager, factory manager, or another user who has the knowledge about a particular configuration. Another Sales Rep can also be a Collaborator. |
The following table describes the types of collaboration you can use:
Type | Description |
|---|---|
Peer-To-Peer | In the Peer-To-Peer collaboration type, users from the same business units can collaborate on a configuration. In peer-to-peer collaboration type is selected, the entire line item is sent over in the collaboration request. |
