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Need restriction on quotes visible on Quote Manager based on sales office, and other conditions

in Configure Price Quote 3 comments

We have a requirement to implement restrictions on quotes visible to sales reps. Business has different sales offices as different legal entities. Sales reps from one office should not have visibility to quotes created from other offices.

Business has custom commission allocation in CPQ. Sales Reps allocates commissions to territory and other office sales reps (who help in sales order).

So, sales reps who are assigned to territory office or others office need access to the quotes. So, below are the use cases.

  • Quotes that user owns
  • Quotes that belong to user’s office 
  • Territory quotes assigned to me
  • Territory quotes assigned to my office

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