Define discount thresholds by role. If a sales rep gives a discount greater than allowed, the quote is paused and requests management approval. You protect the margin, they close the deal.
Professional plan and above
AUTOMATIC THRESHOLDS
Set a rule that reps can give up to a 10% discount. Anything below that goes straight to the client; anything above requires your click.
MANAGEMENT FLOW
When a quote requires approval, you get an instant notification. You can see how much the rep conceded and approve or request adjustments from anywhere.
IMMUTABLE LOG
The quote's timeline saves who requested the approval, who granted it, and at what time. Zero doubts about why a price went out lower than normal.
WHY IT MATTERS
FREQUENTLY ASKED QUESTIONS
Yes. You can define general rules or adjust the allowed discount thresholds based on hierarchy (e.g., Junior Rep 5%, Senior Rep 15%).
You receive an instant notification. Upon opening it, you see the profitability summary and two buttons: Approve or Reject. If you approve it, the rep can then send it.
No. The flow is completely internal. For the client, the quote simply arrives once the commercial team has released it.
MÁS DE CORD
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