Create a Quote from a Price Book

What the catalogue records

narrow wording: Opportunity → one price book → composite Offers (rate plans with several price components) → controlled server-priced lines mixing one-time and recurring charges with flat / per-unit / volume / graduated models and deterministic tier breakdowns → grouped one-time + per-period totals (never a single grand total) → immutable Quote Version snapshotting component definitions, tier schedules, breakdowns and provenance. NOT included: metered usage, overage, taxes, FX, proration, ramps, minimum commitments, attribute-based pricing, ARR/MRR/TCV

Evidence

This row carries no test path of its own in the structured index. The matrix records the evidence for it in a block shared with neighbouring rows, which jobs.json does not split per row — so read docs/benchmarks/CRM_JTBD_MATRIX.md for it. The status above was set from that evidence, not from its absence.

What this status does not mean

A status here describes this repository at this commit, nothing more. It is not a statement about what a CRM should do, and it is not a roadmap commitment. The whole framework is local-development-only: there is no authentication, tenancy or RBAC, so no status on this page implies you can deploy it. The boundaries are listed in full on the claims ledger.

Other jobs in Commercial Operations / CPQ

• Synchronize an external catalog (Stripe/Zuora/ERP/custom) — partially supported
• Request a discount under a deterministic policy — validated end to end
• Obtain required commercial approval on a discount — partially supported
• Create a signature envelope with a provider — partially supported
• Verify signing via verified provider events — partially supported
• Create an immutable signed Order snapshot — validated end to end

All 7 jobs in Commercial Operations / CPQ · the whole catalogue