Quote Workbench
Quote Jun 10, 2026 draft
Pricing context: no account selected, US List 2026.
$0
Quote total
n/a
Blended margin
0%
Max line discount
$0
Expected commission
Lines
Saved configurations:
No lines yet. Add a product or pull in a saved customer configuration.
Price waterfall: quote level
Aggregated across all lines. Select a line in the table for the per-line explanation.
List price$0
Net total$0
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.
Add lines first.
Expected compensation
Role: Account Executive. Base rate 3% of quote total, +1.5% accelerator when blended margin is at least 25%.
Quote total$0
Rate applied (base)3%
Commission$0
Shipments
Split lines across multiple ship-to addresses. Estimates come from the live shipping_rate table for zone US, with agreement shipping discounts applied.
No shipments yet. Create one below to split this quote across destinations.
Lines in this shipment:Add quote lines first.
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.
No team members yet.