What is the difference between a standard quote and a project quote?
A standard quote is a repeat-order quote priced from the customer’s standing list. A project quote is an engineered bid that takes deeper, bid-specific pricing and its own approval path.
How is the deal discount different from the price list?
The price list holds the customer’s standing position, negotiated once and applied on every order. The quote owns only the incremental concession made for this specific deal. Margin Lens shows them as two separate steps so you can see which one is moving.
Does a rep see margin while they are quoting?
Yes. Margin computes live per line and for the quote total as prices change, and any line that falls under the corridor floor flags at that moment rather than at approval.
What is pocket margin on a quote?
Invoice margin less the off-invoice incentives that customer is already earning, including live rebate programs and special pricing agreements. It is the margin you actually keep once the quarter settles.
What gets escalated for approval?
Quotes priced outside the corridor and project bids route for approval. Everything inside policy moves without waiting on a person.
Is this a full CPQ?
It covers configure, price and quote, plus guided selling, approval workflow, deal scoring and analytics. Depth is deliberately concentrated on the margin-intelligence layer rather than on a deep product-configuration rules engine, which is a commodity better integrated than rebuilt.
Where does a saved quote go?
Saving writes a real quote record that appears in the quote list and links through to Margin Lens, so a quote is an object the rest of the platform can read rather than a document.
Can it price from the customer’s own list?
Yes. Selecting the customer resolves their channel and their standing price list automatically, so the quote starts from the terms they actually have.