Protect your margins while closing deals

Start by entering your client and account details below. You'll need to fill in the client name and the type of discount you're requesting before this can move forward.

Client/Account Name:
{{clientaccount-name-414656}}

Type of discount:
{{type-of-discount-requested-2036999}}

Fill in all the details about the discount you're requesting. Make sure you've included the account info and the exact discount figure - the approver will need all of this to make their decision.

Client/Account Name:
{{clientaccount-name-414656}}

Type of discount:
{{type-of-discount-requested-2036999}}

Account Information:
{{account-information-7643403}}

Proposed discount:
{{proposed-discount-7643404}}

Please review this pricing discount request and let the team know your decision. Here's what you're looking at:
Account:
{{clientaccount-name-414656}}

Discount Amount:
{{what-is-the-total-discount-7643413}}

Discount Type:
{{discount-type-7643414}}

Discount Information:
{{discount-information-if-any-7643411}}

This discount request needs your review before it can move forward. Please check the details below and make your decision.
Account:
{{clientaccount-name-414656}}

Discount Amount:
{{what-is-the-total-discount-7643413}}

Discount Type:
{{discount-type-7643414}}

Discount Information:
{{discount-information-if-any-7643411}}

Hi {{name-of-account-manager-2037014}},

Great news - your discount request for client {{clientaccount-name-414656}} has been approved. You can go ahead and update the quote with the agreed discount amount and move things forward with your customer.

Hi {{name-of-account-manager-2037014}},

Unfortunately, your discount request for client {{clientaccount-name-414656}} wasn't approved. Here's why:
{{if-not-approved-please-include-7643407}}

Fill out the discount request with all the details - customer name, deal size, discount percentage, and why you need it. Don't leave anything vague. The more specific you are about what you're trying to achieve, the faster you'll get a decision.

Check whether the requested discount falls within your standard guidelines. Some discount levels are pre-approved, so you won't need to escalate those. Others will need to go higher up the chain. Know exactly where your request fits before routing it.

Based on the discount level and deal size, route this to the right person. Here's how it typically breaks down: 10-15% goes to the sales manager, 15-25% to the director, and anything above 25% needs VP approval or higher.

Look at the business case, margin impact, and the strategic value of this deal. You can approve it, deny it, or come back with a counter at a different discount level. Whatever you decide, make sure it's documented so there's a clear record.

Update your quote with the approved discount and let the customer know the decision. Once that's done, track the deal outcome so you can tell whether the discount actually helped close it - that data is useful for future requests.