Is it possible to give users the rights to also see unsubmitted quotes of other users without giving them company administrator rights? And if so, how?
This question arises in order for users to be able to see and thus being able to take over quotes of other users.
If you are using the CRM (Customer Relationship Management) module, security is based on the Sales Territory.
If you DON’T have CRM, then security would be based on the Work Force Authorized User hierarchy.
1 Like
I don’t think we have such tools (?). We only have Epicore (KBMax) CPQ.
In there we have Users, Roles and Permissions, and a workflow in which we can allocate some specific rights other than the ones already set in the Permissions part.
Hello JeroenManders,
You wanted to know if there is a way for a non-Company Admin user to see other user’s quotes–there is!
To my knowledge, CPQ does not support this functionality out-of-the-box, but there are a few ways in which we could accomplish this task:
Method #1 - API
You can use the REST API to access, edit, clone, and submit a quote.
Anything that you can do in CPQ, you can do via the API.
https://cpqhelp.zendesk.com/hc/en-us/articles/25665008335245-Accessing-Quotes-and-Quote-Products
///
Method #2 - Manual Set-up
Depending on the complexity of your configurator, this may or may not be viable.
If you store the value of each field in a table and compare it against a table which contains quote IDs, you could rebuild a quote without needing to be a Company Administrator.
This comes with it’s own set of problems as any Kinetic-side things which used the old quote ID will likely not have any association.
Additionally, this method is rather brittle and prone to human error.
///
Method #3 - Submit an Idea
If using the API is not an option, and the configurator is too complex for manual quote re-creation, your next option would be to submit an idea and hope that Epicor adds this functionality to CPQ.
EDIT: I recommend voting for CPQ-I-76 (Ability to change ownership of a quote)
Regards,
Alex
Thanks Alex for your detailed answer.
I am aware of the fact that acces, edit, clone and submit a quote, etc., can be done via the API, and for several jobs we use this method #1.
Method #2 is indeed rather brittle and prone to human error, but still might be a solution where a user could start a configuration with a known code/key as a preset.
Method #3 looks like the most useful one, because my users only have an overview of the Epicor quotes inside the CPQ software, so in order to be able to see which Epicor quotes are created by themselves or others, they only have the CPQ Quotes overview page. And in that page, I would like to grant them the right to also see the unsubmitted quotes of colleagues, in order to be able to take over a quote if necessary. We now handle the ‘Ability to change ownership of a quote’ by a safe function, but it would be nice if this was a standard functionality of the software indeed. So, I would certainly vote for that if I could, but I don’t have access to the EpicCare platform, because that is so far only reserved for our CPQ software supplier. (I requested my own account by them…)
1 Like