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:
| Product | Group | Qty | List | Adjustments | Net unit | Line total | Margin | ||
|---|---|---|---|---|---|---|---|---|---|
 | 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 | $24,500.00 | 2 auto steps | $35,100.00 | $105,300.00 | 59.54% | Waterfall | ||
 | VektraCare Plus CARE-PLUS | $2,950.00 | 1 auto steps | $2,950.00 | $8,850.00 | 69.49% | Waterfall | ||
 | VektraIQ Pro Monitoring IQ-PRO | $99.00 | 2 auto steps | $79.00 | $237.00 | 72.15% | Waterfall |
Price waterfall: VektraIQ Pro Monitoring
Quote levelEvery step is explained by a live pricing record on the platform.
List price$99 / MO
Promotion: Q2 Connected Line Promo (20%)$79.20
Bundle: Connected Line Bundle (5%)$75.24
Net unit, x3$237
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
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Capture & communicate
Locks the negotiated unit prices as reusable price holds.
Transaction team
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