MARGIN CONTROL AND APPROVALS

Sell fast, but with the right margin.

Define discount thresholds by role. If a sales rep gives a discount greater than allowed, the quote is paused and requests management approval. You protect the margin, they close the deal.

Start for free See a real quote

Professional plan and above

of quotes pass margin validation 100%

to approve or reject from your phone 1 click

month-end surprises due to excessive discounts 0

AUTOMATIC THRESHOLDS

Clear rules for the whole team.

Set a rule that reps can give up to a 10% discount. Anything below that goes straight to the client; anything above requires your click.

Configurable discount thresholds by role
Silent real-time validation
Automatic blocking of unauthorized sends

Reglas de margen

Umbrales de descuento

Vendedor JuniorMax 5%

Vendedor SeniorMax 15%

ExcepciónRequiere Gerencia

MANAGEMENT FLOW

Silent auditor.

When a quote requires approval, you get an instant notification. You can see how much the rep conceded and approve or request adjustments from anywhere.

Push or email notifications
One-click approval on mobile
Internal chat on the quote for adjustments

Aprobación requerida COT-0294 con 18% descuento ($240k).

Autorizado porPendiente

Revisar margen

IMMUTABLE LOG

Everything is recorded.

The quote's timeline saves who requested the approval, who granted it, and at what time. Zero doubts about why a price went out lower than normal.

Complete approval history
Margin auditing
Clear accountability for every discount

Aprobado por Gerencia

Solicitud enviada (10:15)

Margen revisado (10:22)

Aprobación liberada (10:24)

PREGUNTAS FRECUENTES

Most common questions about margin control.

Can I have different thresholds per sales rep?

Yes. You can define general rules or adjust the allowed discount thresholds based on hierarchy (e.g., Junior Rep 5%, Senior Rep 15%).

How do I approve a quote that exceeded the margin?

You receive an instant notification. Upon opening it, you see the profitability summary and two buttons: Approve or Reject. If you approve it, the rep can then send it.

Does the client know about the approval process?

No. The flow is completely internal. For the client, the quote simply arrives once the commercial team has released it.

MÁS DE CORD

Explore the rest of the product.

Quote editor Drag products from your catalog, negotiate prices line by line, and watch the total recalculate with tax live. Public link Every quote generates an elegant link with your brand. Live tracking No more asking "did you review it yet?". E-invoicing (CFDI) When the deal closes, the invoice comes out on its own: real CFDI 4. Clients and credit In B2B, selling on credit is selling more — if you control it. AI Collections An artificial intelligence agent follows up on every overdue invoice for you: it emails the client, negotiates an installment plan, and only alerts you when it needs your approval. Multi-currency & FX Your client sees the price in their currency; you invoice in pesos. International Invoicing Sell to clients in the US without losing margin to the exchange rate: quote in USD, shield the rate for 30 days, and invoice in MXN with real CFDI 4. Finance & CFO Cross-reference your pipeline with each client's real payment history. Roles & team Invite your sales reps, admins, and accountants with granular permissions. B2B Negotiation Your clients can review, adjust quantities, or counteroffer on specific products.