Tools
Quote Approval Gate
Evaluates a quote against a defined rule set and returns a pass or fail with rule-level reasons.
Module
Tools
where it lives
What it does
Evaluates a quote against a defined rule set and returns a pass or fail with rule-level reasons
Accepts a quote and a set of business rules, margin floors, required fields, term constraints, and returns a pass or fail verdict with a specific reason for every rule that did not clear. The rule set is configurable per deployment. Output is structured for a routing or gating decision rather than a review note.
When you’d reach for it
- ▸Blocking quotes that fall below a defined minimum margin before they reach a manager queue.
- ▸Validating discount levels and required fields on a quote before it submits into CRM.
- ▸Checking that all required line items are present on a subcontractor bid before it leaves the system.
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