How a price is set and approved

Every line starts from a list price the salesperson does not type:

The line’s list total is the unit price × the quantity. A later change to a catalogue price does not touch an open draft by itself: the owner gets a notice, the line is marked, and saving the line takes the new price. An issued proposal keeps its prices for good.

On the Pricing step the salesperson asks for a discount per line, as a percentage up to 99 %. The net price is the list total less the discount. Nothing is approved yet; the discount is a request until the rules say otherwise.

The commercial admin publishes the pricing rules: rows of conditions (technology family, intervention type, region, country, rental days, deal size) with, per row, the highest discount Sales and Commercial admin may give without asking, and the lowest markup an external line may keep.

For each line QuoteFlow looks at the rule set in effect on the proposal’s pricing date and at the roles the opportunity’s owner holds at the opportunity’s place, and takes the highest limit among the rows whose conditions fit the line. That is the owner’s authority for the line; with no fitting row it is zero. The deal size is the option’s list total, so a line’s authority can change when another line of the same option changes.

The line then shows one of these states:

Show sales users their maximum discount before they request approval, a setting on the Pricing rules page, lets the salesperson see their own limit beside each line so they know before they ask.

A proposal cannot be marked ready while any line needs approval, is changed since approval or stands rejected.

On the Approval step:

The request goes to the commercial admins in the opportunity’s region or country whose own authority covers the discount asked for; for a custom price they must also be allowed to set prices there. The requester and the opportunity’s owner never decide their own lines. If no one could decide a line, the request is refused and says so. Each approver is told by the bell, by email and by the count on Approvals.

The approver opens the request: each line with its list price, the requested discount, the owner’s authority and the rule that applies, the requester’s comment, the reviewed documents, and Show preview for the proposal itself. Per line:

Approve all I can decides every line within the approver’s own authority at once. A note is optional and reaches the requester. When the last line is decided the request closes, the proposal returns to draft, and the requester is told by the bell and in My work; a rejection carries the note.

A decision is tied to the line as it was: the list price, the quantity, the duration, the discount and the deal-size band. Change any of them and the line reads Changed since approval and goes round again. A decision keeps the rules version it was taken under, so a later rule change does not undo it; it does mark the drafts whose lines now need approval, and tells their owners.

With every line within authority or approved, the proposal can be marked ready and issued. New revision keeps the approved discounts; Start from a past proposal does not, it reprices every line at today’s catalogue price without discounts. Reports keeps the requests, how fast they were decided, by whom and with what outcome.

A salesperson in region North rents one unit for 60 days, list price 12,000. The rules in effect give Sales 10 % on that family and Commercial admin 25 %.