What is Digital Sales Room (DSR)?

Digital Sales Room (DSR) is a quote-centric collaboration experience within Digital Commerce that enables sales representatives and external stakeholders to review, discuss, and finalize quotes in a single, secure workspace. It streamlines the quote lifecycle by bringing all interactions directly into the quote.

Is DSR a separate product?

DSR is part of the Digital Commerce platform and does not require a separate purchase or setup. It is available by default and works alongside existing commerce capabilities.

Why is DSR built within Digital Commerce?

DSR leverages the existing Digital Commerce framework to provide a consistent and integrated experience. It focuses on quote-driven collaboration, removing dependencies on traditional storefront and price list configurations.

What collaboration capabilities does DSR provide?

DSR enables secure quote sharing, real-time commenting, and guided buyer interactions. Stakeholders can review quotes, provide feedback, and take actions such as accepting, rejecting, or requesting changes.

Can external users edit a quote?

The level of interaction depends on the access assigned during sharing. External users can view and comment by default, and may also edit quantities, terms, or cart items if permitted.

Does DSR support guest access?

DSR supports both authenticated and guest access. Guest users can review and comment on quotes without logging in, while authenticated users can access additional capabilities based on permissions.

Who uses DSR?

DSR supports collaboration between internal sales representatives and external stakeholders such as buyers or partners. The sales representative owns the quote and controls access and actions.

How do users access a shared quote?

Sales representatives share quotes using a secure link. External users access the quote through this link and interact based on the permissions assigned.

What actions can external users perform?

External users can review quotes, add comments, accept or reject quotes, and perform limited or full edits depending on the configured access level.

How does DSR determine pricing and configuration?

DSR derives all pricing and configuration details directly from the quote. This ensures consistency and accuracy without requiring separate storefront or price list setup.

Does DSR require storefront configuration?

DSR works out of the box without requiring storefront or price list configuration. Optional storefront settings can be used for branding and additional control over the experience.

Does DSR impact existing commerce storefronts?

DSR operates independently and does not affect existing storefronts or commerce flows.

Is any setup required to start using DSR?

DSR is available by default and requires minimal setup. Basic configuration includes ensuring quote ownership and stakeholder mapping are properly defined.

What configurations can be customized?

Administrators can configure access levels, available actions, collaboration features, and branding elements such as title and logo to tailor the experience.

What problem does DSR solve?

DSR eliminates fragmented communication during quote collaboration by centralizing interactions in a single workspace. It reduces delays, improves visibility, and enhances the overall buying experience.

What are the key benefits of using DSR?

DSR accelerates deal cycles, improves collaboration, ensures pricing accuracy, and provides a guided and transparent experience for both sales teams and buyers.