Business Context

Quote collaboration is often slowed by fragmented communication channels such as emails or offline document sharing, resulting in delays, limited visibility, and poor negotiation experience. The Collaborative Quote Review process offers a centralized, secure, real‑time mechanism inside CPQ and Partner Commerce to accelerate approvals and enhance transparency.

Overview

This use case demonstrates how Sales Representatives can share quotes directly from CPQ with Partners and collaborate on them through Partner Commerce. Partners can view quotes, comment, adjust allowed fields, configure carts, or accept/reject quotes based on access type. Comments sync seamlessly across CPQ UI and Partner Commerce UI.

Scenario

A Sales Representative at a technology solutions provider needs to finalize a product configuration with a Partner. Instead of exchanging multiple emails, the Sales Rep uses Partner Commerce collaboration to share the quote. The Partner accesses the quote via a secure link, reviews details, comments, and takes actions such as updating quantities or accepting the quote depending on granted access type.

Prerequisites

• Quote exists in Generated status in CPQ.
• Sharing capabilities are enabled for Partner Commerce.
• Partner contact exists for sending the collaboration link.
• Collaboration access types are configured.

Task

Refer to Collaborating on Quote Reviews for sharing and collaborating on quotes through Partner Commerce per your requirements and the configured access type.

Result

• Real‑time quote collaboration occurs within a unified platform.
• Partners receive a frictionless experience with instant visibility and guided negotiation.
• Sales Representatives gain improved transparency and reduced turnaround time.
• All interactions such as comments, edits, approvals are tracked in CPQ and Partner Commerce.