Sales: "Great news! $50K deal!"
Finance: "At what margin?"
Sales: "..."

We fixed this:

High-value quote created →
System auto-checks:
• Cost basis in Books
• Historical pricing
• Approved margins

Below target margin?
→ Quote needs finance approval
→ Reason required
→ Margin impact shown

Above target?
→ Quote flows normally
→ Auto-approval kicks in
→ Deal moves forward

Simple protection.
Big impact.

Because enthusiasm shouldn't override profitability.

Want quotes that protect your bottom line?
https://zurl.co/Q23AD

#ZohoCRM #ProfitProtection #Sales

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