Maximum sales margin gives organizations tighter control over proposal pricing while preserving a sales rep's flexibility. Sales reps can apply a margin during proposal creation, up to the configured maximum percentage, helping maintain pricing guardrails without slowing down the sales process.
For connected sales organizations, the EPC’s maximum sales margin is enforced automatically; otherwise, the sales organization can define its own limit.
Follow the steps to set the maximum sales margin limit.
Step 1: Click “Settings” from the main menu.
Step 2: Scroll down to find “Public Proposal” and click it.
Step 3: Click the “Edit” icon.
Step 4: Scroll down to find “Max Sales Margin Limit”. Type the margin limit you want to set.
Step 5: Click “Update” to finalize the changes.