Zilliant CPQ supports collaboration among teams involved in quote preparation. In many organizations, sales representatives work with product, pricing, engineering, and other specialists to ensure quotes and agreements under negotiation are accurate and aligned with customer requirements.
Use Routing to request input from specific users on a quote or agreement under negotiation. Routing helps structure cross-functional collaboration by assigning a document to the people who need to review or update it.
A routed quote or agreement stays controlled until the requested input is complete. This helps teams coordinate work, track who is responsible for the next step, and avoid unmanaged changes during document preparation.
In this topic, learn:
How to configure routing (for admins)
How to work with routing (for all users)
How routing works
When a user routes a quote or agreement, CPQ assigns the document to one or more users for input. These users receive a notification email with a link to the quote or agreement. After reviewing or updating the document, routed users complete their work. This indicates that their input is complete and allows the quote or agreement process to continue.
Depending on your configuration, routing can be used for quotes and agreements in the Open status, the Accepted status, or both. Admins can also configure whether only routed users can edit a document while routing is in progress.
Routing actions
Routing includes four actions that support collaboration between the user requesting input and the user providing it. The first three actions are available in the Actions dropdown button in a quote or agreement under negotiation, and the last action is available in the Approvals tab.
Route—Request input on a quote from another user. This action is available when a quote or agreement is in the Open or Accepted status.
Done—Mark the requested input as complete. This action is available only to the user providing input on the routed quote or agreement. For example, if User A routes a document to User B, only User B can select Done.
Recall—Reverse the Done action if it was selected by mistake. This action is available only to the user providing input, and only after that user has selected Done. For example, if User B selects Done by mistake and the document status changes to Open or Accepted, User B can use Recall to return the document to the pending input status.
Remove Routing—Cancel the input request. This action is available in the Approvals tab on each Pending Input tile. It is available to both the user who requested input and the user who is providing input. This means either user can cancel the routing request at any time.
Routing statuses
When a quote or agreement is routed, its status changes to show that it is waiting for input.
Common routing statuses include:
Pending Input Open—User routed a quote or agreement in the Open status.
Pending Input Accepted—User routed a quote or agreement in the Accepted status.
These statuses indicate that a quote or agreement is currently in a routing workflow.
Configure routing
Before you continue
To configure routing, verify that you have the ADMIN PERMISSION. For details on assigning permissions, read Role management.
As an admin, learn how to:
Enable routing for accepted quotes and agreements
By default, routing is available only for quotes and agreements with the Open status. You can also enable routing for documents with the Accepted status, or for both Open and Accepted quotes.
From the application left navigation area, select Administration.
From the top navigation bar, select Master Data Management.
Scroll or search to locate Setting String and select it from the list.
Select Setting Quote Status For ISS Routing.
In Setting Value String, enter the number of the needed option:
1—Route when the status is Open.
2—Route when the status is Accepted.
3—Route when the status is either Open or Accepted.
Select Save.
Enable only routed users to edit a quote and agreement
You can restrict editing so that only routed users can modify a quote or agreement while routing is in progress. Use this option when you want tighter control over document changes during collaboration.
From the application left navigation area, select Administration.
From the top navigation bar, select Master Data Management.
Scroll or search to locate Setting Boolean and select it from the list.
Select Enables only routed user can edit the Quote.
Set the Setting Value Boolean switch to YES.
Select Save.
Restrict the routing users list by using Groovy
By default, users may see a broad list of available users when they route a quote and agreement. You can restrict this list so that users see only relevant people.
Use the On Quote Routing Groovy extension point to filter the routing users list based on your business rules.
This helps users route documents more efficiently and reduces the chance of assigning quotes and agreements to the wrong people.
Disable fields and actions in routed quotes and agreements
When a quote or agreement is routed for input, you may want to prevent users from performing actions that could interfere with the routing process. For example, you can disable actions such as Create new version while the document is in a routing status.
Configure these restrictions in the UI Profile. For details, read UI Profile.
Work with routing
As a user, learn how to:
Route open quotes and agreements
Open a quote or agreement under negotiation with the status Open.
From the button bar, select Actions > Route.
Select to whom to route the document and add a note if needed.
Select Route.
The quote or agreement status changes to Pending Input Open. Selected users receive an email with the routed document.
Route accepted quotes and agreements
If your admin enabled routing for accepted quotes, you can also route quotes with the Accepted status.
Open a quote or agreement under negotiation with the status Accepted.
From the button bar, select Actions > Route.
Select to whom to route the document and add a note if needed.
Select Route.
The quote or agreement status changes to Pending Input Accepted. Selected users receive an email with the routed document.
Complete routed input
If a quote or agreement is routed to you for input, make the required changes and then mark your work as complete by following these steps:
Open a quote or agreement under negotiation.
From the button bar, select Actions > Done.
The system marks your input as complete, and the document moves out of the pending input status.
Revoke routing
If a quote or agreement was routed to you for input and you marked your work as complete by mistake, you can reverse it:
Open a quote or agreement under negotiation.
From the button bar, select Actions > Recall.