Skip to content

Quotes — Permissions

Overview

This page documents the permissions used in Sales-related transactions. Permissions determine which actions a user can perform (view, edit, approve, send, manage quote engine roles, etc.).

Note

Permission names are shown in SARA as labels (not necessarily technical codes).
If your screen is missing a tab/button, it is typically a permissions issue.

For general access concepts, see: Permissions & Access

Permissions by transaction

In Sales, Quotes and Quote Engine share a consolidated permission set. These permissions control access across both screens.

Permission Grants access to
view View quotes list and quote details.
edit Edit quote information while the quote is editable.
manage quote progression Advance, roll back, cancel, mark a quote as not completed, ignore a quote in metrics, and request a stage skip.
advance quote concept Complete the Concept stage and advance a standard quote to Pending costing.
approve skip status Approve or reject a pending quote stage-skip request.
approve Approve a sent quote when the customer PO (CPO) is received, triggering project creation or budget increase for a complementary quote.
send mail Send ready quotes to customers by email from SARA, generating versioned PDFs and updating the Sent information.
Quotation engine responsible Enter and maintain costs in assigned Quote Engine nodes; receives the weekly quote digest.
Quotation engine administration Manage Quote Engine nodes, responsibles, templates, and loss-reason settings while the quote is editable.
Quotation engine profit manager Define and manage profit percentages applied to cost buckets.
email project creation Receive email notifications when a quote is approved and a project is created or updated.
quote metrics Access quote metrics and analytics views.

Examples

The exact mapping depends on your organization. These are typical patterns:

  • Sales (Seller)

    • view
    • edit
    • manage quote progression
    • send mail
    • approve
    • quote metrics (optional)

  • Technical owner / Node owner

    • view
    • Quotation engine responsible

  • Concept owner

    • view
    • advance quote concept

  • Skip approver

    • view
    • approve skip status

  • Sales manager / Admin

    • view
    • edit
    • approve (optional)
    • Quotation engine profit manager
    • Quotation engine administration
    • quote metrics

  • Stakeholders who only need notifications

    • email project creation

Troubleshooting access

  • If you can open Quotes but cannot edit/send/approve, you likely have view only.
  • If you cannot advance, roll back, cancel, or mark a quote as not completed, you likely need manage quote progression.
  • If you cannot complete the Concept stage, you need advance quote concept or manage quote progression.
  • If you cannot approve or reject a stage skip, you need approve skip status.
  • If you cannot access Quote Engine cost entry, you likely need Quotation engine responsible.
  • If profit fields are missing, you likely need Quotation engine profit manager.
  • If you are not receiving approval/project emails, confirm email project creation is assigned.

For system-wide troubleshooting, see: Permissions & Access