Quote Workbench

Vertex Connected Line (accepted) accepted

Vertex Automotive. Pricing context: no account selected, US List 2026.

$114,387
Quote total
60.34%
Blended margin
0%
Max line discount
$5,147.42
Expected commission

Lines

Saved configurations:
ProductGroupQtyListAdjustmentsNet unitLine totalMargin
VX-2000 Modular Belt Conveyor
VX-2000 Modular Belt Conveyor
VX-2000
Belt Type: PVC General PurposeBelt Width: 450 mmDrive Motor: 1.5 kWFrame Color: RAL 7035 Light GreyFrame Material: Carbon SteelSafety Package: Standard Guards
$24,500.002 auto steps$35,100.00$105,300.0059.54%Waterfall
VektraCare Plus
VektraCare Plus
CARE-PLUS
$2,950.001 auto steps$2,950.00$8,850.0069.49%Waterfall
VektraIQ Pro Monitoring
VektraIQ Pro Monitoring
IQ-PRO
$99.002 auto steps$79.00$237.0072.15%Waterfall

Price waterfall: quote level

Aggregated across all lines. Select a line in the table for the per-line explanation.

List price$82,647
Volume 3+ (4%)-$2,940
Bundle: Connected Line Bundle (5%)-$3,982.38
Promotion: Q2 Connected Line Promo (20%)-$59.40
Manual adjustments$38,721.78
Net total$114,387

Discount approvals

Sales Rep authority: 10%. Current max line discount: 0%.

Within rep authority. No approval required.

Deal guidance

Margin headroom, win probability and a recommended discount ceiling.

Goal seek

Enter a target quote total. A uniform discount is computed across all adjustable lines, written back as real manual adjustments.

Expected compensation

Role: Account Executive. Base rate 3% of quote total, +1.5% accelerator when blended margin is at least 25%.

Quote total$114,387
Rate applied (accelerated)4.5%
Commission$5,147.42

Shipments

Split lines across multiple ship-to addresses. Estimates come from the live shipping_rate table for zone US, with agreement shipping discounts applied.

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Lines in this shipment:

Quote workflow

Declarative lifecycle, current stage highlighted.

1. Draft
Configure & price lines
2. Approval
Discount within policy or approved
3. Proposed
Proposal issued to customer
4. Accepted
Signed / e-signature captured
5. Ordered
Order placed & decomposed

Negotiate

Redlines
No redlines yet.
Capture & communicate
Locks the negotiated unit prices as reusable price holds.

Transaction team

Roles with visibility and action rights on this deal.

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Actions

Generate proposal