Showing 2 open source projects for "definitions"

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    B2B Quote Approval Workflow Template

    B2B Quote Approval Workflow Template

    Design and test B2B quote approval workflows in Excel

    ...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. It does not execute live approvals, prescribe commercial thresholds, provide approval benchmarks or determine delegated authority. Published by Configure to WIN: https://configure.win/
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    CPQ Metrics & KPI Dictionary

    CPQ Metrics & KPI Dictionary

    Standard CPQ metrics for quote speed, approvals and commercial control

    The CPQ Metrics & KPI Dictionary is a free, vendor-neutral reference for standardising how quote speed, approval efficiency, commercial control, quote quality and commercial outcomes are defined and measured. Version 1.0.0 contains 14 controlled metrics across four categories: Speed and flow, Approval efficiency, Commercial control, and Quality and outcome. Includes an Excel workbook, CSV and JSON dictionaries, JSON Schema, dashboard specification, data requirements, implementation...
    Downloads: 0 This Week
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