Digital Sales Room (DSR)
Digital Sales Room (DSR) transforms how sales teams and buyers collaborate on quotes by bringing the entire negotiation experience into a single, secure workspace. Instead of relying on fragmented communication across emails and calls, DSR enables all stakeholders to review, discuss, and finalize quotes in real time - directly from the quote itself.
At the center of DSR is the Quote. It serves as the single source of truth, ensuring that all participants see accurate, up-to-date pricing, configurations, and terms controlled by the sales representative.
Traditional quote collaboration often slows down deal cycles due to disconnected communication, limited visibility, and repeated back-and-forth. DSR addresses these challenges by providing a unified, transparent, and interactive experience where sales teams and buyers can work together seamlessly.
How It Works
- Sales representatives create and finalize a quote in CPQ and share it with buyers using a secure link. Buyers access the quote in Digital Commerce, where they can review details, collaborate through comments, and take actions based on the permissions assigned. The following screenshot shows a sales representative sharing a quote with a buyer using a secure link.
- All interactions—comments, updates, and decisions—are synchronized across CPQ and Digital Commerce, ensuring complete visibility and alignment for everyone involved. The following screenshot shows the comments feature, where buyers and sales representatives collaborate on the quote after buyer accesses it via the shared secure link.
DSR dynamically derives the pricing context directly from the Quote during catalog load and pricing. This eliminates the need for predefined storefront–price list configuration while ensuring that each shared quote uses consistent and accurate pricing
Administrative Configuration
Although Digital Sales Room (DSR) provides an out-of-the-box experience, administrators can configure storefront settings to control and customize the collaboration experience. Administrators define key details such as Storefront Name, Default Locale, Price List, Channel Type, and generate the Storefront URL for buyer access. They configure available actions (such as Accept, Reject, and Request Changes), define buyer access levels, and enable collaboration features. They also customize branding elements, including the storefront title and logo, to align with organizational identity and ensure a consistent buyer experience. For more information, see Creating Storefront Setting topic in CPQ for Administrator.
Scope
Capabilities unrelated to quote collaboration—such as order placement, payments, taxes, account switching, and full catalog browsing—are intentionally excluded to maintain a streamlined and guided experience.
Core Capabilities
| Capabilities | Description |
|---|---|
| Secure Quote Sharing | Share quotes instantly with buyers and partners using a secure link with flexible access options. |
| Real-Time Collaboration | Enable all stakeholders to communicate through comments and stay updated with notifications. |
| Guided Buyer Interaction | Allow buyers to review, accept, reject, or request changes, with optional capabilities to update quantities, terms, or cart items. |
| Flexible Access Control | Define what buyers can see and do by assigning access levels during the sharing process. |
| Guest Access Support | Allow buyers to view and comment on quotes without requiring login, reducing friction for engagement. |
| Out-of-the-box Experience | Start using DSR without setting up storefronts or price lists. The DSR experience is automatically available and requires no manual configuration. |
Users and Roles
- Sales Representative: Owns the quote, initiates sharing, and controls the collaboration experience.
- Buyer / Guest: Reviews and interacts with the quote based on assigned permissions. Guest users can view and comment but cannot edit.
Access and Control
Key Benefits
Accelerates deal cycles with real-time collaboration
Eliminates delays caused by disconnected communication channels
Provides complete visibility into quote activity and status
Delivers a frictionless and guided buyer experience
Reduces setup overhead by removing storefront and price list dependencies