Configure license
OCE Estimator and Appraiser
Assisted setup with CleverQ tenant, cost-book sources, QBO sandbox proof, proposal review policy, and production posting gate.
Enterprise storefront rule
Checkout appears here only after the product is explicitly checkout-ready, fulfillment is automatic, and a public plan is active, approved, and mapped to Stripe. Until then, this route creates a tracked scope request for CRM, Service Desk, and fulfillment review.
OCE estimator scope
Request scope
- OCE job model
- Cost-book setup
- Proposal packet
- QBO sandbox proof
Gate: product status not active, product launch status not checkout ready, product fulfillment not automatic