# Discount Approval: Check Margin Before You Agree

Source: https://maito.app/workflows/check-margin-before-approving-a-discount

Ask Maito before agreeing a discount. It shows the margin from your sheet, compares it to your limit, and sends the approval request if needed.

Before you agree to a discount, see the margin and whether it needs approval.

[Sales](https://maito.app/workflows/team/sales) · [Wholesale and distribution](https://maito.app/workflows/industry/wholesale-and-distribution) · When you ask · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [HubSpot](https://maito.app/workflows/tool/hubspot)
-   [Salesforce](https://maito.app/workflows/tool/salesforce)
-   [Attio](https://maito.app/workflows/tool/attio)
-   [Pipedrive](https://maito.app/workflows/tool/pipedrive)
-   [Airtable](https://maito.app/workflows/tool/airtable)
-   Microsoft 365

## How do you check margin before approving a discount?

To check margin before approving a discount, ask Maito in Slack with the customer and the percentage. It calculates the new price and margin from your cost sheet, compares it to your approval limit, and tells you if it needs sign-off. It can send the request with the numbers to the approver.

## How it's done today

The request is buried in a message and nobody knows the margin.

## What Maito does

1.  Read the order and the requested discount
2.  Work out margin from the cost sheet
3.  Compare with the approval limits
4.  Summarize the case for the approver

## Example

**Dana** (11:02 AM):

Wonka Foods wants 12% off the $38,400 pallet order. Can I?

**Maito** (11:04 AM):

Not on your own authority.

• 12% off: $33,792  
• Cost on the margin sheet: $27,840  
• Margin: 17.6%, against 27.5% at list. Reps can go to 20%.

Catch: the sheet's cost for SKU 4410, about 65% of the order, hasn't been updated since the supplier's 4% increase on Oct 1. With it, margin at 12% is closer to 15.5%.

Within your authority: 8% off, $35,328, margin 21.2% on the sheet cost.

Want me to send Omar the approval request?

**Dana** (11:06 AM):

Send it to Omar for 12%.

**Maito** (11:07 AM):

Posted to Omar with these numbers and the cost caveat. The revised quote stays unsent until he answers.

## How to set it up

When you ask Check margin before approving a discount

Set up

Nothing to set up. Ask in Slack or by email whenever you need it.

Connect CRM

-   HubSpot
-   Salesforce
-   Attio
-   Pipedrive

Connect spreadsheet

-   Airtable
-   Microsoft 365

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It uses the costs on your sheet. If those are stale, the margin is too, and it can only warn you.

## Questions

### Where does the margin come from?

From your cost and margin sheet, such as Airtable or Microsoft 365, and the deal in your CRM.

### Who approves?

The person you name in your rules. Maito sends the request, and the quote stays unsent until they answer.

### What if the cost data is old?

It flags it and shows a rough margin with the likely cost change.

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-   [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically)
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-   [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread)
-   [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review)
-   [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

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[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fcheck-margin-before-approving-a-discount)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)