Sell fast, but with the right margin.

Define discount thresholds by role. If a sales rep gives a discount greater than allowed, the quote is paused and requests management approval. You protect the margin, they close the deal.

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Professional plan and above

AUTOMATIC THRESHOLDS

Clear rules for the whole team.

Set a rule that reps can give up to a 10% discount. Anything below that goes straight to the client; anything above requires your click.

  • Configurable discount thresholds by role
  • Silent real-time validation
  • Automatic blocking of unauthorized sends
Settings/Approvals
Numbering & taxTaxesPDF documentApprovalsTemplates

Protect your margins with thresholds that trigger management approval.

Approval thresholds
Max discount without approval (%)100 = no limit. Above it, "Send" requires management approval.Max amount without approval (MXN)2500000 = no limit.
Minimum gross margin without approval (%)15If any line falls below this margin, the quote is blocked until management approves.

MANAGEMENT FLOW

Silent auditor.

When a quote requires approval, you get an instant notification. You can see how much the rep conceded and approve or request adjustments from anywhere.

  • Push or email notifications
  • One-click approval on mobile
  • Internal chat on the quote for adjustments
Quotes/COT-0294Draft
Pending approvaldiscount 22% exceeds the 10% allowed and gross margin 7% is below the 15% minimumApprove and sendReject
1Draft2Sent3Viewed4Approved5Paid
CConstructora GAMA V1Net 30 · Valid until Oct 23, 2026TOTALMX$241,001.60
ProductQty.PriceAmount
Rebar 3/8" × 12 m800MX$191.48MX$149.00MX$119,200.00
Gray cement 50 kg300MX$182.00MX$176.00MX$52,800.00
Welded wire mesh 6×6120MX$312.00MX$298.00MX$35,760.00

IMMUTABLE LOG

Everything is recorded.

The quote's timeline saves who requested the approval, who granted it, and at what time. Zero doubts about why a price went out lower than normal.

  • Complete approval history
  • Margin auditing
  • Clear accountability for every discount
Settings/Audit log
Data & privacyAudit log

Immutable log of every change: what, when, and IP. Read-only — for your auditors.

cotizacion.aprobacion_aprobadaCOT-0294today, 10:24 · 201.141.28.77
cotizacion.aprobacion_solicitadaCOT-0294 — discount 22% exceeds the 10% allowed and gross margin 7% is below the 15% minimumtoday, 10:15 · 187.190.4.212
cotizacion.paidOnline payment with Cord Paymentstoday, 09:58
org.actualizadaFields: aprob_descuento_max, aprob_margen_mintoday, 09:02 · 201.141.28.77
cotizacion.aprobacion_rechazadaCOT-0289yesterday, 17:05 · 201.141.28.77
cotizacion.aprobacion_solicitadaCOT-0289 — total MX$1,240,000 exceeds the MX$250,000 capyesterday, 16:52 · 189.203.12.40
cotizacion.enviadaCOT-0288yesterday, 13:20 · 189.203.12.40
cotizacion.creadaCOT-0287yesterday, 12:10 · 187.190.4.212

WHY IT MATTERS

This is what margin control actually changes.

cordhq.app/app/cotizaciones/nueva
Quotes /New quoteDraft
Constructora GAMA — Ing. Sofía RuizCashNet 30Net 60
2What are you quoting them?
ProductQty.ListNegotiatedAmountMargin ?
Rebar 3/8" × 12 mpiece800MX$191.48149.00MX$119,200.007%
Gray cement 50 kgbag300MX$182.00176.00MX$52,800.0019%
Welded wire mesh 6×6sheet120MX$312.00298.00MX$35,760.0021%
Search a product in your catalog… (name or SKU)+ Free line
Review and send3 lines · 1,220 piecesSubtotalMX$207,760.00You discounted them−MX$37,464.00IVA 16%MX$33,241.60TotalMX$241,001.60Valid for30 daysCreate and send
Approval requested — COT-0294. Waiting for management's sign-off.
10:23
QuotesCOT-0294Draft
Pending approvaldiscount 22% exceeds the 10% allowed and gross margin 7% is below the 15% minimumApprove and sendReject
CConstructora GAMA V1Net 30 · Valid until Oct 23, 2026
TOTALMX$241,001.60
Rebar 3/8" × 12 m800 · MX$191.48 MX$149.00MX$119,200.00Gray cement 50 kg300 · MX$182.00 MX$176.00MX$52,800.00Welded wire mesh 6×6120 · MX$312.00 MX$298.00MX$35,760.00
Slack#gerencianowCord: COT-0294 needs approval — discount 22% exceeds the 10% allowed
QuotesLGLaura Gómez
All14Open7Needs approval1Approved3
QuoteClientTotalStatus
COT-0294CConstructora GAMAMX$241,002Draft
COT-0151CConstructora GAMAMX$412,300Sent
COT-0148DDistribuidora El ZarcoMX$196,469Viewed
COT-0145GGrupo FerrexMX$268,900Approved
cordhq.app/app/cotizaciones/COT-0294
Quotes /COT-0294Sent
Draft2Sent3Viewed4Approved5Paid
CConstructora GAMA V1Net 30 · Valid until Oct 23, 2026 · Created Sep 23, 2026TOTALMX$241,001.60
Details
ProductQty.PriceAmountRebar 3/8" × 12 mpiece800MX$191.48MX$149.00MX$119,200.00Gray cement 50 kgbag300MX$182.00MX$176.00MX$52,800.00Welded wire mesh 6×6sheet120MX$312.00MX$298.00MX$35,760.00
Activity
Approved by management and sent to the clienttoday, 10:24Draft createdtoday, 10:15
Settings/Audit log

Immutable log of every change: what, when, and IP. Read-only — for your auditors.

cotizacion.aprobacion_aprobadaCOT-0294today, 10:24 · 201.141.28.77cotizacion.aprobacion_solicitadaCOT-0294 — discount 22% exceeds the 10% allowed and gross margin 7% is below the 15% minimumtoday, 10:15 · 187.190.4.212org.actualizadaFields: aprob_descuento_max, aprob_margen_mintoday, 09:02 · 201.141.28.77

FREQUENTLY ASKED QUESTIONS

Most common questions about margin control.

Yes. You can define general rules or adjust the allowed discount thresholds based on hierarchy (e.g., Junior Rep 5%, Senior Rep 15%).

You receive an instant notification. Upon opening it, you see the profitability summary and two buttons: Approve or Reject. If you approve it, the rep can then send it.

No. The flow is completely internal. For the client, the quote simply arrives once the commercial team has released it.

Explore the rest of the product.

Quote editorDrag products from your catalog, negotiate prices line by line, and watch the total recalculate with tax live.
Roles & teamYou invite your team with per-section permissions, so whoever quotes doesn't have to touch your collections or your settings.
NegotiationYour clients can review, adjust quantities, or counteroffer on specific products.
DocumentationStep-by-step guides for margin control.

Stop losing margin by mistake.

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