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INCLUDED / SHARED FOUNDATION

Set the rules. See the exceptions.

Set margin, value, deposit and risk bands. Let your team move within them, and route exceptions to management or ownership with the evidence attached.

See how it works ↓Request a demo ↗
Industrial team reviewing the details of an equipment projectGive your team room to move. Keep the exceptions in view.

01 / DEFINE THE AUTHORITY

Guardrails that free the team to do its job.

Set margin, opportunity value, deposit and uncovered currency bands around your risk appetite. Within authority, the work moves. Outside it, the right person receives the decision.

Routine work stays with the team. Exceptions come with a reason and an owner.
QwotraOwnership cockpit
Authority / preview the impactNorthline Equipment
CURRENT AUTHORITY / V1

Let the team move.
See the exceptions.

Change the management margin floor. Inspect the affected opportunities before publishing.

Management margin floor25% → 29%1 route change
Impact preview: existing margin, value, deposit and FX rules remain in force
OpportunityCurrent routeProposed routeDecision owner
Aster PrecisionNL-2401 / R03Team authoritymanagerJordan Chen
Meridian ManufacturingNL-2402 / R02ownerownerAlex Morgan
Vertex PackagingNL-2403 / R04managermanagerJordan Chen
01PreviewCompare the affected work
02PublishOwnership records the rule
03RouteCurrent revision, correct owner
Adjust the bands in the cockpit ↗

02 / SEE WHAT CHANGED

A decision is only as good as its current basis.

Review the revised buying price, customer offer and commercial consequence together. Approvals belong to a specific revision and policy, so a changed offer returns to review.

Management sees the difference that needs a decision, with the evidence attached.
QwotraAster Precision / NL-2401
Revision comparisonConnected records
R03 · Original basis→R04 · Supplier revision

Robot package revised.

Supplier net increaseUSD quote · recorded FX 1.36$3,250.00 USD
Change to complete cost+$4,420.00 CAD
Customer priceRetained pending the commercial decision$478,527.50
Gross margin28.63% → 27.71%
The new revision has its own approval basis

Existing decisions remain in history. Release checks the current offer and the current authority policy.

MP
Maya PatelCommercial owner · Review source and selling price

03 / LEARN FROM THE OUTCOME

See where authority needs to evolve.

Compare quoted and realized performance across comparable work. Use recurring exceptions, margin movement and delivery outcomes to review the rules and coach the team.

Policy decisions improve with the operating history behind them.
QwotraNorthline / Oct 2023 to Sep 2026
Company intelligenceConnected records
Opportunities reviewed72036 months · one outcome per job
Realized margin30.2%32.8% quoted margin
Won work577Underlying records available
Margin through the last 12 monthsQuoted Realized
20%30%40%
Oct 2025Sep 2026
Vector Machine Systems216 opportunities · 183 won29.7% realized
Kinetic Automation144 opportunities · 104 won26.4% realized
Forma Packaging216 opportunities · 166 won30.8% realized
Spectra Instruments144 opportunities · 124 won33.3% realized
Read monthly chart values
MonthQuotedRealizedWon
2025-1032.83%30.32%15
2025-1133.54%31.14%16
2025-1233.77%31.32%16
2026-0133.61%31.30%18
2026-0233.34%31.72%14
2026-0333.77%32.27%17
2026-0432.88%31.18%16
2026-0531.88%30.26%18
2026-0631.84%30.36%16
2026-0731.89%30.38%15
2026-0831.39%29.42%16
2026-0932.32%30.64%17

CONNECTED TO WHAT COMES NEXT

Next: logistics.

A decision tied to the revision being released.

Explore logistics ↗

North America's independent capital equipment platform.

Lead your market.
Deliver with confidence.

Give your team the freedom to move and your leaders the evidence to decide. We scope the modules, integrations, implementation and training around your operation.

Request a demo ↗Explore management controls ↗