Overview
What this template helps teams build
Overview
The Sales Deal/Discount Approval template helps sales teams manage discount requests and non-standard deal terms through a clear approval workflow. It gives sales, finance, legal, and leadership teams a structured way to review pricing exceptions, protect margins, and keep approval decisions visible.
Key capabilities
- Deal and discount request intake
- Standard pricing, requested terms, and justification details
- Sales manager, finance, and legal review routing
- Threshold-based approval paths
- Status tracking and approval history
Recommended use cases
- Discount approval workflows
- Pricing exception reviews
- Large deal review
- Non-standard commercial terms
- Sales operations governance
Related templates
- CRM
- Sales Pipeline Checklist
- Contract Approval Form
- Payment Request
