ProductSell
A quote approval workflow that protects every margin.
Rules for margin, discount and deal value send a quote for approval. Managers approve, or send back with a reason.
Freight is missing from the additional costs. Add the freight and send the quote again.
How the approval rule works.
Rules run on every saved quote. Nobody needs to remember the policy.
Set the rule
Choose a trigger: discount above, margin below or value above. Send the quote to one approver or along a route.
You write the company policy once, as rules. Rekozo checks every saved quote against the rules, so no rep has to remember the limits. The same rules apply in every office.
Approval rules3 activeMargin below 22%Sara Al MansooriNeha KapoorDiscount above 10%Sara Al MansooriNeha KapoorValue above AED 250,000INR 50,00,000Sara, then Faisal HaddadNeha, then Arjun MehtaApplies to every officeThe discount goes up
Rahul changes the project discount from 5% to 12%. The margin falls from 27.0% to 21.2%, under the 22% line.
The rep sees the effect of a discount on the margin before the customer sees the price. A rule that applies shows on the quote at once. A low price cannot reach the customer by mistake.
Project discount12%Was 5% on version 1NetAEDINR16,288.803,69,688Gross profitAEDINR3,456.8078,288Margin21.2%Margin 21.2%, was 27.0%Approval line 22%Margin below 22%Discount above 10%The quote waits
The quote shows Waiting for approval. The rep sees who has the quote and since when.
A quote that waits for approval cannot go to the customer, and the deal cannot move to Won. The rep presses Submit for approval, and the approver receives one email. The rep can see who has the quote at each moment.
Rahul Menon asked for approval09:48Sara Al MansooriNeha Kapoor, Sales managerNowWaiting since09:48, 8 minutesRules metMargin, discountSend is available after the last approval.Approve or send back
The approver approves, or sends the quote back with a reason. The rep reads the reason on the quote.
A reason gives the rep an instruction, not a bare refusal. The rep knows what to change, and the manager does not explain the same point again on the phone. The reason stays on the quote for later.
SANKSara Al MansooriNeha Kapoor09:56Margin is 21.2%. Bring the discount back to 10%, or add the site survey as a paid line.
Margin21.2%Approval line22%Rahul Menon notified, 09:56Edit the quote
Change the discount. Watch the rule apply.
Increase the project discount on the quote below. When the margin drops under 22%, the quote waits for approval.
Margin on Q-2026-0418
Quote Q-2026-0418, version 1
What this means for you
The quote above uses the same maths as Rekozo, so you can test your own discount policy before the demo. Every rep sees the same margin bar on every quote. A discount below the line shows on the quote at once, not at the end of the month in a report.
Reps see the price. Managers see the profit.
Reps without cost permission never receive cost data. The server never sends the cost, so the figures are not in the browser either.
You choose which roles see cost. A small team can give cost permission to everyone. A larger team can keep the supplier prices with the managers, so a rep who leaves does not take your costs to a competitor.
- Custom roles decide who sees cost and profit.
- Data scopes limit a role to its own, team or company deals.
- Every change stays in the change history for 12 months.
Four numbers. Each one means something different.
Gross profit, net profit, margin and net margin sit on every quote. Additional costs bring the net figures closer to the real result.
- Freight to Al QuozFreight to BhiwandiGulf Express CargoDeccan Express Cargo180.004,100.00
- Scaffolding hire, 3 daysAl Wasl AccessThane Access Hire450.0010,200.00
- Bank guarantee chargesEmirates NBDIndrayani Bank120.002,700.00
What this means for you
Gross profit tells you what the lines earn. Net profit tells you what the deal earns after freight, scaffolding, bank charges and the other costs on the quote. With both numbers in view, a manager sees a deal with a good line margin and a poor net result before the price is agreed.
After the win, compare the actual cost.
Record what each line really cost once the order is placed. Rekozo shows the cost variance and the profit that remains.
Suppliers change their prices between the quote and the order. The variance shows where the money went, line by line. Over time, the team learns which lines need more room in the next quote.
How it works in your business
Faisal Haddad owns the business. Rahul Menon quotes Al Noor Facilities. Sara Al Mansoori is the sales manager. Here is one discount request, from the rule to the win.Arjun Mehta owns the business. Rahul Menon quotes Sharma Facilities. Neha Kapoor is the sales manager. Here is one discount request, from the rule to the win.
The owner sets the rules once
Faisal adds a rule for a margin below 22% and a rule for a discount above 10%. Both rules go to Sara. A third rule sends any quote above AED 250,000 to Sara first and then to Faisal.Arjun adds a rule for a margin below 22% and a rule for a discount above 10%. Both rules go to Neha. A third rule sends any quote above INR 50,00,000 to Neha first and then to Arjun.
The customer asks for a better price
Khalid Rahman asks for more discount on Q-2026-0418. Rahul moves the project discount from 5% to 12%. The margin falls from 27.0% to 21.2%, so two rules apply. Rahul presses Submit for approval.Vikram Iyer asks for more discount on Q-2026-0418. Rahul moves the project discount from 5% to 12%. The margin falls from 27.0% to 21.2%, so two rules apply. Rahul presses Submit for approval.
The manager decides with the full picture
Sara sees the cost, the gross profit and the rules that applied. She can send the quote back with a reason. Here she approves, because Al Noor is a repeat customer. Version 2 is sent at AED 17,103.24.Neha sees the cost, the gross profit and the rules that applied. She can send the quote back with a reason. Here she approves, because Sharma Facilities is a repeat customer. Version 2 is sent at INR 4,36,231.84.
The approved price stays protected
If Rahul changes the discount again, the approval no longer counts and the quote waits again. After the win, the team records the actual cost of each line. Faisal sees the margin the deal really made.If Rahul changes the discount again, the approval no longer counts and the quote waits again. After the win, the team records the actual cost of each line. Arjun sees the margin the deal really made.
Questions buyers ask
Can Rekozo trigger approval from margin, discount or deal value?
Yes. A rule can apply when the discount is above a limit, the margin is below a limit or the value is above a limit. A rule can go to one approver or to several approvers in turn.
What happens when a manager does not approve a quote?
The manager sends the quote back with a reason. The quote shows Sent back, and the rep reads the reason on the quote before changing the price.
Can reps be prevented from seeing supplier cost?
Yes. Reps without cost permission receive no cost data from the server. They see the selling price and the Total, never the cost or the profit.
What if the rep changes the quote after the manager approves?
An approval belongs to the figures the manager saw. When the subtotal, the discount, the margin or the net profit changes, and a rule still applies, the quote returns to Waiting for approval. A change to a note or to the order of the lines keeps the approval.
Can a rep win a deal that is still waiting for approval?
No. A quote that is waiting for approval, or that was sent back, cannot go to the customer and cannot move to Won. The rep changes the quote, or the approver approves the quote first.
Can we compare the quoted cost with the actual cost?
Yes. After a win, record the actual cost of each line. Rekozo shows the cost variance against the quoted cost and the profit that remains.
Bring one real quote to the demo.
We will build the quote in Rekozo with you, with your margin rule and your tax.
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