For finance

CPQ margin protection, built into the quote

The discount is already agreed by the time you see it. Quotivity puts the floor inside the quote, while the rep is still building it. Approvals catch what’s outside policy before it sends, not after.

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Aptarro’s negotiation cycle went from 29 days to 6.
A finance lead reviewing the quotes that fall outside policy
A Quotivity quote in HubSpot showing unit discount and net price on every line

Unit discount and net price on every line. The floor sits inside the quote while the rep builds it, not in a report after it sends.
6

From 29 (Aptarro)

0

Every exception routes and holds

$
5000

Professional, no quote required

The short answer

How does CPQ protect margin?

CPQ protects margin by enforcing pricing rules while the quote is built. Prices resolve from the price book assigned to that quote rather than being typed in, discounts past a threshold route for approval before the quote sends, and each product can carry a different formula per price book. None of it depends on a rep remembering the floor.
advanced-approvals

Only the exceptions route for a signature. Your reviewers see nothing else.

Three places margin leaks in quoting

The discount nobody had to ask for. One portal owner described a quote screen that shows reps the markup formula itself. Some of them quietly trim it, and she does the voice: “this customer of mine, she’s one of my favorites, I’m gonna, you know, tamp down the markup a bit to give her a deal.” Her objection isn’t the deal. It’s that the deal happened somewhere nobody could see it.

The price that got typed instead of looked up. Another operations lead found her reps still pricing from a list two and three years out of date: “We’ve got huge margin leakage. We’ve got people who are putting all sorts of different margins on the core product line depending on how they feel that day.” The current price just wasn’t the easiest one to reach.

The renewal that went out flat. Uplift is the easiest margin in the business to collect and the easiest to forget, because it requires someone to remember to apply it on a quote that otherwise looks like a copy of last year’s.

You might not need this

If your price list is one column and nobody can move a number without asking you first, margin isn’t leaking and this isn’t worth $5,000 a year. What follows is for teams where reps can discount on their own and the policy lives in people’s heads.

Quote controls that hold the margin floor

Four controls that move margin from the report back into the quote. Follow any of them.
Approvals

Advanced Approvals

Route only what’s outside policy. Approvals that hold after you give them.

See how →
Formulas

Calculated Pricing

A different formula per price book, per product. Renewal uplift applies itself.

How it works →
Segments

Price Books

One catalog serves distributor, direct and renewal. No duplicate products.

Explore →
Transparent

Published Pricing

$5,000 Professional, $10,000 Enterprise. No quote required.

See pricing →

What it’s been worth

Result
True North — managed IT and cloud provider, healthcareAround 30% of margin recovered
AptarroNegotiation cycle 29 days → 6, with fewer errors and fewer clawbacks

Two customers, not a benchmark. And True North’s number took about a year and a half to arrive in full. You’ll be quoting inside weeks; the margin shows up as deals cycle through, not on go-live.

What it costs

Published pricing, no quote required.

ProfessionalEnterprise
Annual$5,000$10,000
Included users510
Additional users$600/yr$1,000/yr
Onboarding (one-time)$2,500$5,000

Annual minimum, five seats to start. Full detail on pricing.

What a customer says

From a software company of 51–200 people, on running rules-based quote approvals in Quotivity:

This solves so many different challenges for us internally - specifically rules based quote approvals. It is a great balance of having the core things you need, without being over engineered.

Brian Werbeck, software company (51–200 employees)Brian Werbeck — software company, 51–200 employees

What finance asks about quote approvals and margin
One thing to try

Pull last quarter’s ten worst discounts

We’ll show you which ones would have needed a signature.

Book a demo

Or read what changed at True North