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# How to Build a Quotation Pipeline With Margin Visibility
- URL: https://blog.jestor.com/quotation-pipeline-with-margin-view/
- Published: 2026-09-17T22:40:18.000Z
- Updated: 2026-09-17T22:40:18.000Z
- Author: Bruno Bannach

To build a **quotation pipeline with margin** visible, the cost has to be on the record alongside the price. Margin calculated afterwards informs nothing while the quote is being negotiated.

## Why discounting happens blind

The person negotiating usually cannot see what they are giving away.

- Cost known to finance and not to sales
- Discounts granted without knowing the floor
- Margin calculated monthly, after the deals closed
- Quotes compared on price alone

## What to put on the quote

| Field                          | Purpose                                    |
| ------------------------------ | ------------------------------------------ |
| **Line items with quantities** | From the shared catalogue                  |
| **Unit price**                 | The quoted figure                          |
| **Cost**                       | Visible only to roles that should see it   |
| **Calculated margin**          | A formula, updating as the price changes   |
| **Discount justification**     | Conditional, appearing when one is applied |

## How to set it up in Jestor

1. Build quotes in **Jestor** with line items drawn from the product catalogue.
2. Add a cost field and a formula field calculating margin.
3. Use field-level permissions so only the right roles see the cost.
4. Add a conditional justification field that appears when a discount is entered.
5. Route quotes below a margin threshold to an additional approval phase.

## Why choose Jestor for informed quoting?

**Jestor** applies permissions at field level, which is what allows margin to be visible to the people who need it while the underlying cost stays restricted.

Because the margin is a formula field, it updates as the price is negotiated — so the effect of a concession is visible at the moment it is being considered.

## Frequently Asked Questions

### Can margin be visible without exposing cost?

Yes, through field-level permissions. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Does margin update as the price changes?

Yes, it is a formula field.

### Can low-margin quotes require approval?

Yes, with a threshold-based phase.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.