Flow solutions · Margin & operations
No quote goes out below a margin you don’t know about.
A salesperson gives a discount, the purchase price rises in the meantime, freight isn’t included — and the deal earns less than it should. Flow checks every quote and order against current costs and pricing rules and sends exceptions for approval before the customer signs.
Every case in one table, with its amount and next step.
Where money or a customer relationship is involved, the case waits in your inbox with all the evidence.
Every case shows its amount from the first minute — you know what to handle first.
Five steps, one of them yours.
Sales calculate margin on old prices, discounts are approved over the phone and freight is missing from the quote. A loss-making deal shows up only in the quarter-end review.
- 01Quote
Catch the new draft.
From the CRM, a spreadsheet or PDF as soon as it’s saved.
- 02Costs
Load current prices.
Purchase prices, exchange rate, freight and packaging.
- 03Margin
Recalculate the result.
And compare it with pricing rules.
- 04Approval
Send the exception.
The sales director reviews discounts over the limit.
You decide - 05Adjust
Release the quote.
Record the decision and return the quote to sales.
The access you already have is enough.
Where evidence comes from
- CRM and quotes
- Purchase prices
- Price lists
- Discount rules
- Exchange rates
- Freight rates
- ERP / orders
- Shared spreadsheets
Safeguards
- Director approves exceptions
Discounts above the rep’s limit need consent.
- Fast lane for the usual
Quotes within policy continue immediately.
- Transparent maths
Every quote shows the prices and rate used.
For systems without an integration, the agent works in the browser — signing in with credentials from the encrypted vault.
What you ask
When does Flow get to work?
Who works with it on your side?
Won’t it slow sales down?
Start with one process, not a project.
Tell us where money slips away. On a short call we’ll show how Flow would watch it and where you’d make the calls.