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Restricted Quote Manager Access based on Sales Office | Advanced Auto Forwarding Rules

Received Response
edited Sep 10, 2023 2:53AM in Configure Price Quote 2 comments

Hello Team, 

We have a use case where the quotes are aligned to different sales offices (sales office number) based on the office number of the sales rep creating the quote. One office could have multiple Sales Reps.

Requirement is to restrict the quotes available on Quote Manager for any sales rep based on the Sales Office (sales office number). Is there any OOTB feature that we can enable to achieve this rather than using Advanced Auto Forwarding Rules. Sales Office is taken from a CPQ data table.

Problem with Advanced Auto Forwarding Rules: All existing quotes are visible for all the users. To restrict the quote manager, the existing set of quotes needs step transition to previous step and back. We cannot do that for Approved and Submitted quotes. Mass update on existing quotes is something we don't want to meddle with, owing to the complexity, time, ERRORS, lack of flexibility, etc.

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