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Discount approvals

Big discounts get a second look. Small ones don't wait.

Set discount steps once. Anything outside them goes to the named person, with one request per quote revision and a tick from each approver.

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Discount approvals
  1. Up to 10%No approval needed
  2. Over 10% up to 15%Sam Ellis · Sales manager
  3. Over 15% up to 100%Priya Shah · Director
APR-0012Waiting
Altmore FreightRequesting 18% off · revision 2
  • Requested by Dan Morris
  • Sam Ellis, Sales manager
  • Priya Shah, Director

Dan can't approve his own request.

What it does

Discount approvals, in plain words.

  • Your steps, in plain words

    Up to 10% needs nobody. Over 10% up to 15%, the sales manager. Above that, a director. You set the ranges and the people.

  • One request, everyone who's needed

    Each quote revision raises a single request. You can see who has approved and who you're still waiting for.

  • Decide from Home

    Approvers see the customer and the discount asked for, then approve or ask for changes in one tap.

  • No marking your own homework

    The person who asked can't approve their own request. Payment terms and large quotes can need a check too.

How it works

  1. Set your discount steps and approvers
  2. A rep builds a quote over their limit
  3. The right people approve from Home
  4. The quote is ready to send

Works with

QuotesPick items from your price book, adjust quantities and discounts, and download a clean PDF. Each saved change becomes a new revision.Team and rolesFive simple roles, teams with a default role, and invitations by link. Job titles are just labels; roles decide what people can do.

Next: Sales Procedures

See it with your own prices.

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