R05.06.01.02 · 任务小类

报价、定价与审批

Quotes, pricing & approvals

Configure quotes with products, discounts and approval policies.

20 条本项目编写的提案 · 分类 v1.1 · 新增基准运行 0 次。下方验证方式与部分得分规则是设计，不是执行结果。

典型应用: Salesforce CPQ · HubSpot Quotes · Odoo Sales
小类 GUI 需求标签: HY · 混合

任务提案 · 20

展开查看完整原文与建议检查方式；两种界面均保留提案英文原文。

R05.06.01.02-T01 Build and publish a three-line quote from a HubSpot deal

原始指令

HubSpot test portal (Sales Hub Pro trial). On deal 'Lumen Studio - Q4 expansion', create a quote using template 'Standard 2026' with products from the library: Pro seats x 25 (annual), Onboarding package x 1 with 10% discount, Priority support x 1; expiration 2026-11-14; buyer contact from the deal. Publish it but do not email it.

平台: web · 任意系统（网页）
应用: HubSpot Quotes
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 2 / 5

建议验证方式

Quote object: 3 line items with quantities, discount and amounts equal key; expiration, template and contact set; status published; no email engagement sent. No private-app token issued; property history must show web-app edits.

建议部分得分

40% line items; 20% discount; 20% expiry/template; 20% published not sent

R05.06.01.02-T02 Create and send a quotation with optional products in Odoo Sales

原始指令

Odoo 17 Sales, company 'Brightline Supply', outgoing mail captured by Mailpit. Create a quotation for customer 'Ridgeway Hotels' on pricelist 'Hospitality 2026' with 2 TWL-500 lines and optional product 'Laundry bag set', validity 2026-11-13, payment terms 30 days, then send it by email from the quotation.

平台: web · 任意系统（网页）
应用: Odoo · Mailpit
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: risk · 高风险 / 不可逆
提案难度: 2 / 5

建议验证方式

sale_order state 'sent' with lines, pricelist prices, optional line, validity and terms equal key; Mailpit holds one email to the customer with the quotation PDF. XML-RPC blocked for the agent; records must carry its web-session create_uid.

建议部分得分

40% lines and prices; 20% optional product; 20% validity/terms; 20% sent email

R05.06.01.02-T03 Report a quote's total after tax in Dynamics 365

原始指令

Dynamics 365 Sales trial. Open quote 'QUO-01042-K7' (revision 2, active) and write its total amount after tax and freight to output/answer.txt. Revision 1 is closed and is a decoy.

平台: web · 任意系统（网页）
应用: Dynamics 365
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 nav · 平移 / 缩放 / 滚动
工作产物: WP12 · 答案 / 决策
条件: licensed · 授权专业软件
提案难度: 1 / 5

建议验证方式

Answer equals key to the cent from revision 2's totalamount.

建议部分得分

100% exact amount (0% if revision 1 value)

R05.06.01.02-T04 Configure a bundled CPQ quote and submit the discount for approval

原始指令

Salesforce CPQ in a developer org. On opportunity 'Orion Packaging - Platform', create a quote with 50 x 'Pro Seat' (annual) and the 'Onboarding Bundle' with its default options plus 'Data Migration' option; apply an 18% additional discount on Pro Seat. The 18% requires manager approval: submit the quote for approval and stop.

平台: web · 任意系统（网页）
应用: Salesforce CPQ
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

SBQQ__QuoteLine__c: bundle structure and options equal key; discount 18% on Pro Seat; net total equal key; approval instance pending with manager approver. API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.

建议部分得分

40% bundle and options; 20% discount; 20% net total; 20% submitted for approval

R05.06.01.02-T05 Flag quotes that break the discount approval policy

原始指令

Salesforce CPQ developer org. Policy (input/discount_policy.pdf): any quote line with total discount > 25% needs VP approval recorded in field VP_Approved__c. Review the 30 open quotes, set Status = 'Needs Review' on violators, and leave compliant quotes untouched.

平台: web · 任意系统（网页）
应用: Salesforce CPQ
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 nav · 平移 / 缩放 / 滚动
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

Exactly the key's 5 quotes have Status Needs Review (total discount = additional + partner + volume, a quote at 25.0% is compliant); others unchanged. API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.

建议部分得分

70% exact violator set; 30% no collateral changes

R05.06.01.02-T06 Find quotes with an SSO add-on but no Pro base license

原始指令

Salesforce CPQ developer org. Product rule documentation (input/config_rules.pdf) says 'SSO add-on requires Pro base license on the same quote'. Among the 40 draft quotes, find those violating the rule, set Status 'Invalid Config' and add a quote note 'SSO requires Pro'.

平台: web · 任意系统（网页）
应用: Salesforce CPQ
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 nav · 平移 / 缩放 / 滚动
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

Status and note set on exactly the key's quotes (incl. one where Pro sits in a different bundle group, which is valid); others unchanged. API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.

建议部分得分

70% exact invalid set; 20% notes; 10% no collateral

R05.06.01.02-T07 Create a tiered volume pricelist and prove it on a quotation in Odoo

原始指令

Odoo 17 Sales with advanced pricelists. Create pricelist 'Distributor 2027' (currency USD) with rules on product category 'Towels': 1-99 units list price; 100-499 list -8%; 500+ list -15%, rounding to 0.05, valid from 2027-01-01. Then create a test quotation dated 2027-01-05 for 600 TWL-500 and confirm the unit price.

平台: web · 任意系统（网页）
应用: Odoo
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

product_pricelist_item rows equal spec (min_quantity, percent, rounding, date_start); test quotation unit price equals key; quotation left in draft. XML-RPC blocked for the agent; records must carry its web-session create_uid.

建议部分得分

50% pricelist rules; 20% validity and rounding; 30% test quote price

R05.06.01.02-T08 Revise a Dynamics 365 quote, win it and create the order

原始指令

Dynamics 365 Sales trial. Quote 'QUO-01077' (active) needs revision: replace 'Basic support' with 'Premium support', change quantity of 'Sensor kit' to 40, and set payment terms Net 45. Revise, activate the new revision, close the quote as Won, and create the sales order from it.

平台: web · 任意系统（网页）
应用: Dynamics 365
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

Quote revision 2 with lines and terms equal key, state Won; prior revision closed; salesorder created from revision 2 with matching totals. Web API disabled for the agent role; audit shows UI.

建议部分得分

40% revision lines; 20% terms; 20% won; 20% order created

R05.06.01.02-T09 Prepare a EUR quote with exchange rate and VAT in Zoho CRM

原始指令

Zoho CRM trial with multi-currency enabled. Create a quote for account 'Helix GmbH' in EUR at the exchange rate in input/fx_2026-10-14.txt, 4 products from the USD price book converted by Zoho, German VAT 19%, adjustment -150 EUR, valid until 2026-11-30, terms from input/terms_eu.txt.

平台: web · 任意系统（网页）
应用: Zoho CRM
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Quote record: currency EUR, exchange rate equal file, line prices = USD list x rate (Zoho rounding), tax, adjustment and grand total equal key. Agent has no OAuth client.

建议部分得分

30% currency and rate; 40% lines and tax; 30% total and terms

R05.06.01.02-T10 Generate an e-sign quote document from a HubSpot deal in PandaDoc

原始指令

PandaDoc trial connected to the HubSpot test portal. From deal 'Northwind Traders - Fleet', create a document from template 'Quote 2026' pulling the deal's line items into the pricing table, add signature and date fields for the buyer and countersigner, set expiry 2026-11-14, and send to the test recipient buyer@northwind.test only.

平台: web · 任意系统（网页）
应用: PandaDoc · HubSpot
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 drag · 拖放 type · 文字与表单
工作产物: WP03 · 视觉排版
条件: multiapp · 多应用 risk · 高风险 / 不可逆
提案难度: 3 / 5

建议验证方式

PandaDoc API (admin) read: document from the template, pricing table totals equal deal line items, 2 signature fields assigned to correct roles, expiry set, status sent to exactly one test recipient.

建议部分得分

30% pricing table; 30% signature fields; 20% expiry; 20% sent correctly

R05.06.01.02-T11 Requote a three-year ramp deal after a customer counter-offer

原始指令

HubSpot test portal. Customer counter-offer (input/counter_offer.eml) accepts a 3-year term if year 1 is 40 seats, year 2 70, year 3 100 at a fixed 2026 per-seat price, one-time implementation fee waived 50%, Net 45 terms. Clone the existing quote, model the ramp as separate dated line items with start dates, and publish; archive the old quote.

平台: web · 任意系统（网页）
应用: HubSpot Quotes · Outlook
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: multiapp · 多应用
提案难度: 4 / 5

建议验证方式

New quote lines: per-year seat quantities, start dates, price and term equal key; fee at 50%; TCV equal key; old quote archived/expired. No private-app token issued; property history must show web-app edits.

建议部分得分

40% ramp lines; 20% fee waiver; 20% TCV; 20% old quote archived

R05.06.01.02-T12 Reprice quotation lines that fall below the minimum margin in Odoo

原始指令

Odoo 17 Sales with margins enabled. Policy: every quotation line must have margin >= 25% of the line subtotal. Review the 12 draft quotations of salesperson 'J. Ortiz' and raise only the offending lines' unit price to the 25% floor (based on product cost), rounding up to 0.05; do not change discounts.

平台: web · 任意系统（网页）
应用: Odoo
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

sale_order_line: offending lines' price_unit equals key floor; other lines unchanged; all lines now >= 25% margin. XML-RPC blocked for the agent; records must carry its web-session create_uid. Control pair: T13.

建议部分得分

60% offending lines repriced exactly; 25% no collateral changes; 15% rounding rule

R05.06.01.02-T13 Apply the same margin floor through Odoo's API (control pair of T12)

原始指令

Control pair of T12. Copy of the same DB with API key in env ODOO_KEY. Using JSON-RPC, compute margins on the 12 draft quotations of 'J. Ortiz' and update only offending lines to the 25% floor (rounded up to 0.05).

平台: lin · Linux mac · macOS
应用: Odoo JSON-RPC · Python
交互表面: api · API / SDK term · 终端
GUI 需求 · 任务设定: AP · API 足够
GUI 需求 · 普通权限: AP · API 足够
交互原语: code · 代码与命令
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Same checks as T12; compared with T12 to measure the GUI penalty.

建议部分得分

60% lines repriced; 25% no collateral; 15% rounding

R05.06.01.02-T14 Create a co-terminated amendment quote adding seats mid-term

原始指令

Salesforce CPQ developer org. Contract 'Orion Packaging 2026-2027' (started 2026-03-01, 12 months) needs 10 more Pro Seats from 2026-11-01. Amend the contract to create an amendment quote with co-termed proration, keep existing discounts, and submit for approval if the policy in input/discount_policy.pdf requires it.

平台: web · 任意系统（网页）
应用: Salesforce CPQ
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 4 / 5

建议验证方式

Amendment quote linked to contract (SBQQ__Type__c Amendment); new line qty 10, start 2026-11-01, end 2027-02-28, prorate multiplier and net equal key; approval status per policy. API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.

建议部分得分

30% amendment created from contract; 40% proration and net; 30% approval handling

R05.06.01.02-T15 Build a renewal quote with uplift and a discontinued-SKU swap

原始指令

Salesforce CPQ developer org. Renew contract 'Helix Robotics 2025-2026' with a 7% list-price uplift per input/renewal_policy.pdf; the 'Edge Gateway v1' SKU is discontinued and must be replaced by 'Edge Gateway v2' at the mapped quantity ratio in input/sku_map.csv, carrying the customer's existing discount.

平台: web · 任意系统（网页）
应用: Salesforce CPQ
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 4 / 5

建议验证方式

Renewal quote from contract; uplift applied to renewed lines; v1 removed, v2 at mapped qty with same discount; net total equals key. API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.

建议部分得分

30% renewal from contract; 30% uplift; 30% SKU swap with discount; 10% net total

R05.06.01.02-T16 Quote a 25-line RFQ by mapping customer part numbers in Odoo

原始指令

Odoo 17 Sales. input/rfq_kestrel_7781.pdf is a scanned RFQ with 25 lines using the customer's own part numbers. Map them to Odoo products via the customer's product codes (and input/xref.xlsx for 6 legacy codes), apply customer contract pricelist 'Kestrel 2026', and add 3 unknown parts as note lines 'TO QUOTE - engineering' instead of guessing.

平台: web · 任意系统（网页）
应用: Odoo · Adobe Acrobat Reader
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 vis · 视觉判断 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: long · 长流程
提案难度: 4 / 5

建议验证方式

Quotation: 22 product lines with SKUs and quantities equal key, prices from the pricelist; 3 note lines for unknown parts; no invented products. XML-RPC blocked for the agent; records must carry its web-session create_uid.

建议部分得分

50% line mapping and quantities; 20% contract prices; 30% unknowns handled correctly

R05.06.01.02-T17 Diagnose and correct a CPQ quote whose total misses the contract price

原始指令

Salesforce CPQ developer org. Quote Q-00418 totals 4.3% above the contracted price in input/contract_prices.xlsx. Using the quote line editor's price waterfall (list, contracted, special, regular, customer, net), find which line(s) lost the contracted price (an expired contracted-price record) and fix the quote so every line matches the contract without changing the contract itself.

平台: web · 任意系统（网页）
应用: Salesforce CPQ
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 nav · 平移 / 缩放 / 滚动 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件 hidden · 隐藏 / 过期状态
提案难度: 4 / 5

建议验证方式

Net unit price per line equals the contract file; fix done on the quote (special price or reapplied contracted price), SBQQ__ContractedPrice__c records unchanged; output/diagnosis.txt names the offending line(s). API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.

建议部分得分

40% offending lines identified; 50% quote lines match contract; 10% contract untouched

R05.06.01.02-T18 Assemble a deal-desk quote with nested bundles and a multi-step approval chain

原始指令

Salesforce CPQ developer org. Using input/deal_desk_request.pdf, build a quote for 'Aster Group': two bundles with nested options, block-priced API calls, a 12% partner discount, a 3-year term with a year-2 price lock. Total discount triggers Sales Manager -> VP -> Finance approvals; submit, then generate the quote PDF with template 'Enterprise' to output/.

平台: web · 任意系统（网页）
应用: Salesforce CPQ
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 nav · 平移 / 缩放 / 滚动
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件 long · 长流程
提案难度: 5 / 5

建议验证方式

Quote lines/bundle hierarchy, block price tier, partner discount and term equal key; net total within 0.01; approval chain instances created in order; quote document generated from template. API Enabled removed from the agent profile (no CPQ/REST API); quote line edits must come from the Quote Line Editor session per field history.

建议部分得分

35% configuration; 25% pricing and total; 25% approval chain; 15% document

R05.06.01.02-T19 Run a framework agreement through quote approval, order and partial invoice in Odoo

原始指令

Odoo 17 Enterprise with blanket orders and sales approval (discount > 15% needs manager). input/framework_ridgeway.pdf sets annual quantities and prices. Create the blanket agreement, raise the first call-off quotation with a 17% promotional discount, request and obtain manager approval (login 'manager_demo' provided), confirm, deliver 60%, and invoice delivered quantities.

平台: web · 任意系统（网页）
应用: Odoo · Adobe Acrobat Reader
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: long · 长流程 risk · 高风险 / 不可逆
提案难度: 5 / 5

建议验证方式

Agreement lines equal PDF; quotation linked to agreement; approval recorded by manager; SO confirmed; delivery 60%; posted invoice for delivered qty equals key. XML-RPC blocked for the agent; records must carry its web-session create_uid.

建议部分得分

25% agreement; 20% approval; 25% confirmation and delivery; 30% invoice

R05.06.01.02-T20 Turn an emailed RFQ into an approved quote and reply with the PDF

原始指令

Thunderbird inbox sales@brightline.test plus Odoo 17 Sales. The RFQ email thread (3 messages, last one changes two quantities and asks for Net 60) contains the requirements. Create the quotation with the final quantities, request approval because Net 60 exceeds policy (input/terms_policy.pdf), and once approved reply in the thread with the quotation PDF attached.

平台: web · 任意系统（网页） mac · macOS win · Windows
应用: Odoo · Thunderbird
交互表面: brow · 浏览器 desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: multiapp · 多应用 long · 长流程 risk · 高风险 / 不可逆
提案难度: 5 / 5

建议验证方式

Quotation lines reflect the last email's quantities; payment term Net 60 with approval activity completed; one reply in the original thread with the Odoo PDF attached (IMAP check), sent after approval timestamp. XML-RPC blocked for the agent; records must carry its web-session create_uid.

建议部分得分

35% quote reflects final thread; 25% approval before sending; 25% reply in thread with PDF; 15% terms

已有研究映射

以下沿用研究目录中的基准与小类映射，不是逐题标注、执行记录或产品背书。

CRMArena-Pro

报价、定价与审批

任务提案 · 20

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原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

原始指令

建议验证方式

建议部分得分

已有研究映射

同工作流族的小类