Sales reps

Configure, price and quote from the Opportunity, with rules and discount limits built in.

Reps work from the Opportunity they already use. They add products to a Proposal, build bundles with rules checking each choice, and see prices worked out by the pricing steps your admins set.

• Discount limits for their role are applied as they quote.
• Unit cost and margin stay hidden from reps.
• When a deal needs sign-off, they submit it for approval. If it comes back, approvals that still hold are kept on resubmission.