AI margin alerts on the quote builder

Margin erosion in the quote builder is almost always silent — a rep adds a discount, a material cost ticks up, a labor estimate gets reduced under deal pressure — and by the time the job is closed the company has eaten 6 to 11 points of margin without anyone noticing. The new alert runs continuously while the quote is open, recomputes on every line-item change, and surfaces a brand-orange warning ribbon the moment the proposed margin drops below the company’s configured floor.

The alert isn’t just a warning — it’s explanatory. The expanded view shows a three-column ledger: which line items reduced margin (and by how many points), which line items the AI suggests adjusting (with concrete dollar amounts), and what the post-adjustment margin would be. Reps still have full discretion to decline the suggestion and ship the quote at the lower margin; the alert is advisory, not blocking.