Pricing approval workflows require sales managers and finance teams to manually review, route, and approve discount requests via email. Delays, lost messages, and repeated follow-ups create bottlenecks that slow quote delivery and frustrate sales reps.
Automation routes requests to the correct approver based on deal size and discount rules, tracks approval status in real time, and escalates overdue decisions. Sales reps receive decisions within hours instead of days, and approvals are logged automatically.
The full workflow, from trigger to completion.
Sales rep submits request form or email. Automation detects new request and extracts deal details.
Automation evaluates discount percentage and deal size against approval matrix rules. Request is routed to sales manager or finance based on threshold.
Automation creates a task or card with deal summary, discount amount, and approval deadline. Approver receives instant notification.
Approver reviews request or and clicks approve or reject. Decision is recorded instantly.
Automation logs approval decision, timestamp, and approver name to the deal record.
Automation sends message or email to sales rep with approval status and approved pricing.
Automation updates deal stage and triggers quote template with approved pricing for rep to send.
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