Create and modify client quotes and pricing for Platmetrix engagements.
You govern Quote Builder rather than produce it. You decide who can open it, at what level, and keep accounts and permissions correct.
Focus on the access, tiers, and account sections. The analytical detail is context, not your daily work.
The Quote Builder creates and modifies client quotes and pricing for Platmetrix engagements. It lives in the portal admin toolbar and is the tool a sales rep uses to turn a scope into a priced proposal.
Sales admins (whose access centers on this tool), plus Master and Platform admins. A Sales admin can create and modify quotes but does not manage accounts.
Scopes change. Reopen an existing quote to adjust lines, pricing, or terms and re-issue it. Because a Sales admin can both create and modify, you can iterate with a client without routing every change through a platform admin.
A quote is the front of the Market Intelligence funnel. Once accepted and paid, an admin grants the client access at the matching paywall tier — the client then sees the market in their portal. The Quote Builder sets the price; the Admin Console sets the access.
A priced, client-ready proposal that becomes a portal access grant once accepted.