NegotiationVersioning

Quote version chase

Flags opportunities running more than one live quote and asks which one the buyer has.

Part of Quote and proposal versioning

Tools

Salesforce CPQ, Salesforce, Loopio

Outcomes

One current quote per deal • No version confusion at the table

Documentation

Instruction-ready detail below

When an opportunity has more than one <in:spreadsheets>open quote</in:spreadsheets>, list the versions with dates and amounts, then <email>email</email> the rep asking which one the buyer has.

Instruction file

When an opportunity has more than one <in:spreadsheets>open quote</in:spreadsheets>, list the versions with dates and amounts, then <email>email</email> the rep asking which one the buyer has.

Setup requirements

Tools

Salesforce CPQ, Salesforce, Loopio

Trigger

When an opportunity has more than one open quote

Setup time

15 minutes

Other automations in this workflow

Discount approval trailer

Routes a discount above the agreed limit to the named approver with the deal context attached.

Stale answer block

Lists proposal answers nobody has touched in a year and asks the owner to refresh them.

Related workflows

Proposal assembly checklist

Assemble the pricing, the approved terms, and the proof the buyer asked for into one packet, with each missing piece named before the send.

Approval routing for pricing

Send every discount and non-standard term to the named approver with the deal context attached, instead of leaving it in a reply thread for three days.

Contract readiness checklist

Check the legal, security, and procurement items against the buyer's own requirements before the first redline goes out.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
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