A custom approval workflow for the moment a sales rep wants to drop the price. Tier-based routing, margin guardrails, an audit trail that survives audit. We build on top of your CRM — Pipedrive, HubSpot, or your own Postgres.
Sales rep raises a discount; the right approver sees it, signs it, the audit trail is automatic.
Discounts under 5% auto-approve. 5–15% goes to head of sales. 15%+ goes to founder, with reason captured. The rep doesn't need to remember the policy — the form does.
Approver sees a queue ranked by deal size, by urgency, by waiting time. One-click approve, one-click reject with reason. SLA breaches flag red. No more 'who approved this?' six months later.
Live margin calculation as the rep types. If the discount drops the deal below floor margin, the form blocks the submit. Override allowed, but logged.
Who asked, who approved, when, why, on what data. Exportable as CSV or PDF. Survives a 7-year retention window. Survives a finance audit.
On approve, the system writes the discount line back to the deal, regenerates the quote PDF, and emails the customer. Rep doesn't re-key. Finance gets the same number sales did.
Live dashboard: total margin given away, by rep, by reason, by deal size. Reasons that recur become a pricing conversation. Reps that lean on discounts become a coaching one.
A B2B equipment reseller ran discount approvals over Slack DMs and a shared spreadsheet. Discounts averaged 12.4% across the book. We shipped a custom approval app: live margin calc, tier routing, audit trail, CRM write-back. One quarter in: average discount down to 9.6%, three points of margin recovered, an audit trail finance now actually trusts.
How we measure: 200 deals/month sample (n = 612 across one quarter), pre/post discount average measured against same product mix, finance reconciliation confirmed the 3-point gain at gross margin level.
Most-relevant verticals — but the same shape works for adjacent ones.
We map your tier policy, build the form, ship the audit trail.