Quote collaboration feature empowers your sales reps to work together on the same quote. A sales rep starts the configuration process, and assigns configuration request to other sales rep (called collaborator) where he needs help. The sales rep can assign multiple line items (up to 5 line items) to a collaborator. A sales rep can also assign different line items to different collaborators.

The Quote Collaboration feature is useful for a large industrial equipment manufacturer, which has a complex quoting needs. The people who understand the products are located in different factories around the world. When a client requests a quote from a sales rep, the sales rep has to contact different factories and get configuration information. The problem is that the sales rep does not always know who is the right person for the job and does not have all the necessary support and collaboration. This burdens the quoting process by:

• Slowing it down.
• Making it more complex and expensive.
• Making it less accurate.

In such a scenario, quote collaboration enables the sales rep to collaborate while working on a single quote by assigning configuration tasks to different people and orchestrating that process. Then, the sales rep can merge the collaboration data to generate one final quote and send it to the customer.

For detailed flow and use case around Quote Collaboration, see About Quote Lifecycle Collaboration.