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Guard B2B Quote Margins With Automatic Approval Routing

Sales reps discount B2B quotes below healthy margins to close deals, quietly eroding profitability. Route quotes below margin thresholds for approval before they reach the customer.

difficulty Intermediatesetup 30 minresult No quote goes out below margin without approval — reps close deals while profitability stays protected.—
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  1. 1

    Capture the Quote

    Add a Webhook node receiving quote pricing and costs.

  2. 2

    Check the Margin

    Add a Code node computing the quote's margin against thresholds.

  3. 3

    Route for Approval

    Add a Slack node sending sub-threshold quotes to a manager.

  4. 4

    Auto-Approve Healthy Quotes

    Let in-margin quotes proceed automatically.

  5. 5

    Activate and Test

    Activate the workflow with a low-margin test quote. Confirm approval routing fires.

Frequently asked questions

Why guard margins?

Reps optimize for closing, not profit — margin approval routing protects the company from deals that lose money.

Tiered approval?

Route deeper discounts to higher approvers so small concessions move fast while big ones get scrutiny.

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