Margin validator
With one click on a quote, an order or a request, this agent tells a sales rep whether the margin is above your threshold. It is a good first example to install: it needs no API key and no AI. It changes nothing in Propeller.
| In short | |
|---|---|
| Where you use it | On a quote, an order or a request in the Sales Hub, behind the Workflows button |
| Starts | With a click on the agent |
| Changes in Propeller | Nothing. The answer is advice and is not stored |
| Uses AI | No |
| Texts | English, Dutch or French: a setting, or the language of the button label that was clicked. You can change them in the settings |
| Runs in n8n | One per click |
| Difficulty | Easy |
What you get
| The quote | The answer |
|---|---|
| Has a margin of 20% or more | "Approved", with the margin as a percentage and an amount |
| Has a lower margin | A warning, with the advice to ask the sales manager for approval or to raise the margin |
| Has lines without a cost price | "Margin cannot be confirmed", with the highest margin it can be and the lines without a cost price |
The answer names what is open by its status: a quote, a quote request or an order. The settings say which statuses count as a quote and which as a request.
"Approved" is the word of the agent. It does not record an approval and it does not stop a rep from sending the quote.
What you need
- An n8n account. See Set up n8n and connect it to Propeller. You do not need an API key for this example.
- Backoffice access and the Configuration role with Owner access, to register the agent.
- Cost prices on your products. A line without a cost price counts as costing nothing, which makes the margin look higher than it is.
How it works
Propeller sends the quote to the workflow when the rep clicks the agent. The workflow adds up the cost price of every line, takes the subtotal minus the discount as revenue and works out the margin as a share of the revenue. All amounts exclude VAT.
The workflows and agents in the Agent Hub are free to use and adapt. They are examples, not supported product features. Test them in a test environment and check the results before you use them on real customers.
Install it
Install a workflow from the library explains each step.
- Import the file into n8n.
- Follow Register the agent in Propeller with the values below.
- Open a quote in the Sales Hub, click Workflows and click the agent.
| Field | Value |
|---|---|
| Trigger | Button |
| Interaction mode | Single turn |
| Placements | Sales Hub · Quote editor, Sales Hub · Order editor and Sales Hub · Request editor: a quote, an order and a request in the editor |
The answer shows in the dialog at once. An error instead of an answer means the address or the login is not right. It can also mean that the workflow is not published.
Make it yours
| Setting | Default | What it does |
|---|---|---|
MARGIN_THRESHOLD | 20 | The margin, as a percentage, below which the agent warns |
LANGUAGE | 'EN' | The language of the answer: 'EN', 'NL' or 'FR' |
LABEL_LANGUAGES | {} | The agent's button label in each language, for example { 'Margin check': 'EN', 'Margecheck': 'NL', 'Contrôle de marge': 'FR' }. A click on the button sends its label as the message. When the message is one of these labels, the answer is in that label's language. With {} the answer is always in LANGUAGE |
QUOTE_STATUSES | DRAFT_QUOTATION, QUOTATION, COLLABORATION_QUOTE | The statuses the answer calls a quote |
REQUEST_STATUSES | REQUEST | The statuses the answer calls a quote request. Every other status is called an order |
TEXT_OK | '' | Your own heading when the margin is high enough. Empty: "Approved" in the language of the answer |
TEXT_LOW | '' | Your own heading when it is not. Empty: "Margin below the threshold" |
TEXT_UNKNOWN | '' | Your own heading when lines have no cost price. Empty: "Margin cannot be confirmed" |
ADVICE_LOW | '' | Your own advice under a warning. Empty: a sentence about the sales manager |
See Fill in order status codes for where to find the codes.
Limits
- The check uses one threshold for every quote. It does not know margins per product group or per customer.
- The agent only sees the quote as it is open on the page.
Related pages
- Give a discount on a quote or order
- Contract margin guard - checks the margin of your price sheets every week
- Register an AI agent