How to Build a Quotation Pipeline With Margin Visibility

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

Build quotes in Jestor with line items drawn from the product catalogue.
Add a cost field and a formula field calculating margin.
Use field-level permissions so only the right roles see the cost.
Add a conditional justification field that appears when a discount is entered.
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.

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 and see how to take your company's operations to a new level of efficiency and control.

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