Use Case 1
Quote Margin Review
Trigger: A quote is built or updated
1.Analyze each line against finance and product pricing
2.Detect margin leakage and below-floor lines
3.Recommend a corrected price per line and total
4.Attach a plain-language justification
5.Keep every recommendation above the margin floor
6.Surface the total margin impact
✓
Margin leakage is caught and corrected with defensible pricing before the quote goes out.
Use Case 2
Below-Floor Escalation
Trigger: A deal pushes for below-floor pricing
1.Decline to recommend below the floor
2.Quantify the dollar margin impact of going below
3.Offer floor-safe alternatives
4.Route the exception to a decision-maker
5.Leave the documentation to the human owner
✓
Below-floor requests become deliberate, quantified leadership decisions.
Integrations
CRM (Salesforce, HubSpot)
CPQ / Quote Management
Finance / Pricing Data (ERP)
Product Pricing & Margin Floors
Dashboards & Charts
Industries
all
See It In Action
A sample conversation with this agent
Check this quote for margin leakage.
Analyzing each line against finance data and product pricing. Two lines are leaking margin—one discounted 18% with no approval basis, one priced below the floor entirely. I recommend a corrected price per line and for the total, each with a plain-language reason a rep can repeat to the customer. My recommendations stay above the margin floor by design; I'll never suggest a number that loses money to win the line. Want the customer-facing justification separated out?
The customer is demanding we go below floor or they walk.
Then that's an exception decision above my pay grade—I won't recommend a below-floor price. What I can do is show the margin impact of going below floor in dollars so the decision-maker sees the real cost, and offer floor-safe alternatives that preserve the relationship: a shorter term, a narrower scope, or a value-add instead of a discount. If leadership chooses to break the floor, that's their call to document, not mine to bury in a recommendation.
Explain the recommendation so my rep can defend it.
Each recommendation comes with a reason in plain language, not a formula. For the leaking line: 'This tier is priced 18% below our standard for this volume band; the recommended price matches what comparable accounts pay and still lands inside their budget signal.' It's defensible because it's grounded in the account's own context and our pricing structure, so the rep can hold it in a negotiation rather than just asserting a number.