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Worked example

Quoting, without the margin leaking

Six enquiries for the same fictional company that receives the invoices in the other example. One prices cleanly. The rest each hit a guardrail worth knowing about before the quote goes out, not after.

Quotes go out fast because the customer is waiting. That is exactly why margin disappears in them. A standing discount stacks on top of a deal discount, a commodity line is priced from memory, a date is promised that the lead time never supported, and nobody notices until the job is costed months later.

None of that needs AI to catch. It needs the rules written down and applied every time — which is the unglamorous half of automation, and usually the half that pays.

  • Margin floor

    Below target it needs sign-off; below the hard floor it stops.

  • Discount authority

    What a salesperson can give without asking.

  • Credit

    What the customer already owes, before quoting more.

  • Lead time

    Whether the date being promised is one we can actually meet.

  • Minimum order

    Below MOQ there is usually a setup charge that is not in the price.

Try it

Six enquiries, one afternoon

Synthetic customer enquiries to Meridian Industrial Components Pvt Ltd. Pick any of them — the guardrail it hits is shown with the rule that caught it, and the quotation it would send underneath.

Enquiries

5 needing a person

RFQ-2291

Vertex Pumps Pvt Ltd

₹2,86,998.42 · received 2026-09-15 · wanted by 2026-10-20

Outcome

Ready to send

Please quote for 6 gearbox assemblies at 12:1 and 20 flexible couplings for 40mm shaft. Delivery to our Halol plant by 20 October.
Goods
₹2,38,450.00
Discount
5.0%
Margin
27.3%
Lead time
21 days

How the price was built

Each line matched to the catalogue, priced at list less the applied discount. Cost is shown because margin is the number the guardrails act on.

As requestedQtyListQuotedLine
6 × gearbox assembly 12:1ASM-GBX-12 · Gearbox assembly, 12:1 ratio6₹26,500.00₹25,175.00₹1,51,050.00
20 × flexible coupling, 40mm boreASM-CPL-40 · Flexible coupling assembly, 40mm bore20₹4,600.00₹4,370.00₹87,400.00
Goods
₹2,38,450.00
Freight at 2.0%
₹4,769.00
GST at 18.0%
₹43,779.42
Total
₹2,86,998.42

The quotation it would send

Assembled from the figures above rather than written separately — a generated document that can drift from the numbers behind it is worse than none.

Quotation RFQ-2291 — Vertex Pumps Pvt Ltd

Thank you for your enquiry of 2026-09-15. We are pleased to quote as set out below, ₹2,86,998.42 inclusive of freight and GST, on Net 30 terms.

Assumptions

  • Delivery 21 working days from order confirmation
  • Prices held for 30 days from the date of this quotation
  • Freight calculated at 2.0% of goods value to a single delivery address
  • Includes an agreed discount of 5.0%

Not included

  • Installation, commissioning and site work
  • Any testing or certification beyond standard inspection
  • Duties or levies introduced after the date of quotation

Audit trail

Who discounted what, and who agreed to it. Usually the first question when a margin is reviewed months later.

  1. 2026-09-15Enquiry receivedsystemRFQ-2291 from Vertex Pumps Pvt Ltd
  2. 2026-09-15Requirements readsystem2 lines identified from the enquiry
  3. 2026-09-15Pricedsystem₹2,38,450.00 goods at 27.3% margin, 5.0% discount applied
  4. 2026-09-15Ready to sendsystemWithin every guardrail — no approval needed

Synthetic data. Meridian Industrial Components Pvt Ltd and every customer here are invented, and the requirements are pre-read for this demonstration rather than extracted by a model.

Being straight about it

What is real here and what is not

Real

  • The pricing arithmetic, discount stacking and margin calculation
  • Every guardrail, and the rule behind it
  • Approval routing by quote value
  • The generated quotation, assembled from the figures above it
  • The audit trail

Not real

  • The company, its customers, the catalogue and every enquiry
  • The requirement reading — pre-computed for this page, not produced by a model
  • Any connection to a CRM or an ERP

All three examples run on the same engine. The rules, the money handling, the exception model and the audit trail are shared code — the policy on top is what differs. That is the actual offering: not a shelf of products, but one capability pointed at whichever process is costing you most. Invoices and candidate screening are the other two.

Where does your margin actually go?

If quotes leave without anyone checking the margin, or a discount has quietly become the standard price, that is worth an hour of conversation.

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