eyko Ideas
Most quotes are fine. A few give away margin that never comes back. Quote Approval Intelligence flags the deals to approve, challenge, or escalate, before they close.
The Challenge
Either every quote waits on a human, or none are really checked, and margin leaks either way.
A handful of out-of-guardrail discounts sit inside hundreds of clean quotes.
Once the deal is signed, the margin given away is gone.
How eyko Solves It
Quote Approval Intelligence reads every quote against margin and discount guardrails, auto-approves the clean majority, and flags the few to challenge or escalate with the specific breach attached, so deals keep moving and margin is protected before signature.
Of 600 quotes this quarter, 480 are clean to auto-approve, 90 should be challenged for margin or discount outside the guardrails, and 30 should be escalated.
| Metric | Current | Benchmark | Status |
|---|---|---|---|
| Primary indicator | Flagged | Target | Action needed |
| Secondary indicator | Monitoring | Within range | On track |
| Trend direction | Declining | Stable | Review required |
Quote approval intelligence reads every quote against margin and discount guardrails and sorts them into approve, challenge, and escalate. The Playbook auto-approves the clean majority so deals keep moving, and isolates the few that breach a guardrail, so the approval step stops being either a bottleneck or a rubber stamp.
This is decision intelligence in practice: the what, the why, and the what next from your live data.
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View IdeaFAQ
Everything you need to know about Quote Approval Intelligence.
Quote approval intelligence reads every quote against margin and discount guardrails and sorts it into approve, challenge, or escalate. eyko auto-approves the clean majority and flags the few that breach a guardrail with the specific reason and the margin at risk attached, so deals keep moving and margin is protected before signature.
The Playbook checks each quote against your margin floors, discount thresholds, and terms policy. A quote that breaches one is flagged for challenge or escalation with the specific breach named, while quotes inside the guardrails are cleared to auto-approve. The rules are your guardrails, not generic ones.
It reads quote, pricing, and discount data from your CPQ and CRM, alongside product cost and margin data from your ERP and any data platform you already run. It works with systems such as Salesforce, Microsoft Dynamics, SAP, and Snowflake, and there is no separate data project to start.
No. The point of the Playbook is the opposite: it auto-approves the clean majority so most quotes move without waiting on a human, and reserves review for the few that actually breach a guardrail. That protects margin without turning approval into a bottleneck.
Join the enterprises replacing weeks of manual analysis with a single prompt. See what eyko Playbooks can do with your data.
