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Showing 2 open source projects for "desk"
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B2B Quote Approval Workflow Template
Design and test B2B quote approval workflows in Excel
The B2B Quote Approval Workflow Template is a free Excel workbook for designing, documenting and testing commercial quote approval workflows before or during implementation. It helps B2B pricing, sales operations, revenue operations, deal desk and CPQ teams define approval rules, decision groups, sequential and parallel routing, reapproval conditions, SLA, reminders, escalation and expected-versus-observed workflow test scenarios. The workbook includes Workflow overview, Approval rules, Approval groups, Workflow paths, Test scenarios, Implementation checklist, Definitions and a fictional Worked example. ... -
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CPQ Metrics & KPI Dictionary
Standard CPQ metrics for quote speed, approvals and commercial control
...Includes an Excel workbook, CSV and JSON dictionaries, JSON Schema, dashboard specification, data requirements, implementation checklist and fictional examples. For pricing, sales operations, revenue operations, deal desk, CPQ, BI and analytics teams. No industry benchmarks, KPI targets or recommended thresholds are provided. Published by Configure to WIN. https://configure.win/resources/cpq-metrics
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