Margin governance software

	A	B	C	D	E	F	G	H	I
1	Meridian Group · 3yr deal · pricing v7 FINAL final
2	Item	Qty	Unit	Ext list	Disc	Net	Cost	GM%
3	Base platform	1	180,000	180,000	20%	144,000	70,000	51%
4	Implementation	1	60,000	60,000	10%	54,000	32,000	=1-H4/F4
5	Support (3yr)	3	40,000	120,000	15%	102,000	####	####
6	Add-on: Analytics	1	75,000	75,000	30%	52,500	12,000	77%
7	Training	1	45,000	45,000	0%	45,000	4,000	91%
8	TOTAL			480,000	22%	374,400	146,000	61%
9	scenarios / approvals - do not delete
10	If disc 25%				25%	360,000		58%
11	Approved?							#REF!

The quiet leak

Margin disappears one deal at a time.

It rarely looks dramatic on a single quote. But across a quarter of discounted deals, the leak compounds – and by the time it shows up in the numbers, the contracts are already signed.

It all lives in a spreadsheet

Your cost rates, margin logic, and floors sit in an Excel file that gets copied, emailed, and forked. It even ends up pasted into AI assistants – and the margins that were supposed to be locked quietly aren't.

Reps discount blind

They drop price to close with no view of the deal's real P&L, and finance only sees the true margin in the post-close report – long after the price was promised.

Approvals live in email

Who signed off? On what margin? Buried in a thread nobody can find. No record, no consistency, no speed.

Learn more: How deals end up going out below margin →

How it works

Pricing discipline, built into the quote.

Dealfloor sits where your deals are priced. Most clear and go straight out. The ones that don't are caught before they ship.

Every quote comes back one of two ways.

Standard deal

Clears the floor

Good to send, no approval needed

Heavily discounted deal

Below the floor

Submit for sign-off, routed in minutes

Live P&L behind every quote

Dealfloor runs the full P&L on every quote, then shows the rep one thing: whether the margin lands over or under the floor, and so whether it's good to send or needs sign-off. The costs and the P&L stay with ops.

Approvals that move in minutes

Below-floor deals route to the right approver with the full P&L attached, so sign-off takes minutes. Everything inside the floor goes straight out.

Configurable by ops, not developers

Change a floor, a cost rate, or an approval tier from an admin panel. No engineering ticket, no waiting on a release.

A real audit trail

Every margin, approval, and decision logged to the deal. "Who approved this, and why" is one click.

The third option

Better than a spreadsheet. Lighter than a CPQ.

Today you've got two choices: a spreadsheet that leaks and enforces nothing, or a six-figure CPQ that takes months to roll out and is overkill for your stage. Dealfloor is built for where you actually are.

The spreadsheet

What you're using right now

✕Anyone can copy it, email it, or paste it into an AI assistant
✕Floors are a suggestion – nothing actually stops a bad discount
✕Manual and error-prone, out of date the moment it's saved
✕No record of who approved what, or why
✕Approvals crawl through email and Slack, with no clear answer

Dealfloor

Built for fast-scaling teams that sell complex deals

→Stand it up in weeks, priced for your stage
→Your ops team owns the rules – change them in minutes
→Models the deals you actually run, however you scope and price them
→Margins live in one governed system – locked, access-controlled, audited
→Reps know instantly if a deal will clear, and sign-off takes minutes

Proven in production

Built and proven in production on complex, multi-year deals, the kind of margin math most quoting tools get wrong.

Now built for fast-scaling companies that sell complex, high-value deals.

Yours, end to end

Your business. Your app. Your data.

Dealfloor is not a one-size tool you rent a seat in. It is tailored to your business, runs as your own app, and keeps your numbers in your own secure instance.

100% tailored to you

We configure Dealfloor to your exact deal economics, your products, your margin rules, and your approval chain, and we style it to your brand guidelines so it fits right in with your other internal tools. Not a generic tool you bend around, but one built to fit how you already sell.

It runs as your own app

Most software rents you a seat in one big product that everyone else uses too, billed per head and renewed forever. Dealfloor is the opposite: a dedicated, isolated instance built for your business. Buy it outright and own it, or have us securely host and service it for you. Either way, it's a dedicated app that's yours alone, never a shared seat in someone else's platform.

Secure by design

Your data lives in your own isolated instance, never pooled with anyone else's. Role-based access, a full audit trail, and encryption in transit and at rest keep your margins in a governed app, not a spreadsheet that gets emailed or pasted into public AI tools.

Built for your world

Tuned to how your industry sells.

Dealfloor adapts to your deal economics, whatever they are. We go deep in three places where margins are quietly won and lost: agencies, product businesses, and commercial sales.

Agencies & creative services

Know your true margin on every pitch and retainer.

Win the logo without finding out six months later that the account is underwater. Check the real delivery margin before you sign, hold a floor, and route the big discounts for approval.

See Dealfloor for agencies →

Also built for product businesses and commercial sales. See all industries →

How it's delivered

From first call to live.

A defined, four-step path, not an open-ended project. Most builds go live in weeks, not months, where a full CPQ rollout can run six to twelve months or more. You know the scope, the timeline, and the price before we start.

Step 01

Fit and expectations

A short first call to confirm Dealfloor fits how you sell, and to set scope, timeline, and price up front. We sign a mutual NDA before you share anything sensitive, so your deal economics stay yours. No surprises later.

Step 02

Discovery and plan

We map your deal economics, margin rules, and approval structure, then lay out exactly what your Dealfloor will do.

Step 03

Build, draft, and test

We configure your app and put working drafts in front of you to react to, so it fits your real deals before it ever goes live.

Step 04

Launch and support

We finalize, help your team roll it out internally, and stay on through the support window so it actually gets used.

Common questions

How Dealfloor works

Does Dealfloor replace our pricing spreadsheet?

Yes – Dealfloor replaces the deal-calc spreadsheet with a governed system. It runs the same margin and P&L logic your spreadsheet does, but the formulas are locked, versioned, and applied to every quote automatically, so there's no broken cell or stale tab to chase.

How is Dealfloor different from a CPQ tool?

Dealfloor isn't a CPQ – it's the margin-governance layer that sits behind your quoting. A CPQ builds and configures the quote; Dealfloor checks the real P&L behind it, decides whether it clears your margin floor, and routes the ones that don't for sign-off.

How does Dealfloor know our margin floor?

You set the floor. Dealfloor applies the margin thresholds and approval rules your finance team defines to every quote automatically – so a deal below the floor can't go out until the right person approves it.

Who gets notified when a deal needs approval?

Dealfloor routes each exception to the right approver based on rules you configure – for example, a sub-floor margin goes to the Director of Commercial Ops. Approvers get the deal, the P&L, and a one-click decision, so exceptions clear in minutes instead of email threads.

Can we see the full P&L behind a quote?

Yes. Every Dealfloor deal shows the detailed P&L – list price, proposed price, cost to deliver, and resulting gross margin – so reps and approvers are looking at the same real numbers, not a summary.

Why isn't a margin spreadsheet enough?

A spreadsheet can't govern margin. Formulas break, tabs get copied, and there's no way to stop a below-floor quote from going out – Dealfloor locks the logic, applies it to every quote, and blocks or routes the deals that miss your floor.

What goes wrong when margin logic lives in spreadsheets?

The common failures are stale formulas, #REF errors, untracked overrides, and quotes that go out under floor without anyone noticing. Dealfloor removes those by version-locking the calculation and enforcing approvals before a quote can be sent.

Margin governance, before
the deal goes out.