Quoting Engine builds margin-protected proposals against your real cost model — automatically. Fifty quotes a day, none of them losing money, every one logged and explainable.
Behind the API, an actual workspace your reps and finance lead can read. Line items, live cost roll-up, margin floor, benchmark — all on one screen.
| Line item | SKU | Qty | Unit | Total |
|---|---|---|---|---|
| Cat6A Cable (1000ft) | SKU-NET-6A1000 | 12 | $1,210 | $14,520 |
| 48-Port PoE+ Switch | SKU-SW-48POE | 4 | $3,420 | $13,680 |
| Wi-Fi 6E Access Point | SKU-AP-6E | 24 | $2,180 | $52,320 |
| 24-Port Patch Panel | SKU-PP-24 | 8 | $840 | $6,720 |
Auto-populated · client logo · e-sign ready
Quoting Engine compresses what was a five-day workflow into a single API call. Every step is documented, instrumented, and reversible.
Read live Pulse score, account history, contract context, and competitive position.
~8msPull current input costs from ERP. Apply margin policy. Surface guardrails.
~14msBuild the document, deal room, and supporting math. Apply branding and terms.
~16msPush to e-sign. Notify owner. Log every input, weight, and policy applied.
~4msQuoting Engine runs against policy you write in plain language. No black boxes, no special syntax — and every quote shows exactly which rule it cleared.
Guardrails are layered: floor pricing, segment-specific minimums, escalation thresholds, and exception routing. The engine applies them in order; humans only see what the policy can't decide.
# Quoting Engine · Margin Policy when account.segment = "enterprise": margin_floor = 28% when account.segment = "mid-market": margin_floor = 32% when deal.size > 100K: require "vp_ops" approval when margin < floor: route → exception_queue notify "deal_owner" # Last edited: M. Okafor · 14d ago
Salesforce, HubSpot, Microsoft Dynamics — read accounts, write quotes.
NetSuite, SAP, Acumatica — pull cost, post booking.
ServiceTitan, Jobber, Salesforce FSL — schedule and dispatch.
DocuSign, PandaDoc, Adobe Sign — full audit trail.
We connect Quoting Engine to your stack, build proposals on ten live opportunities, and walk you through the margin and policy decisions — live, with your team.