Sales Discount Approval & Pricing Exception Workflow

Estimated Time: 1-4 hours (depending on discount level and approval chain) Difficulty: Beginner Team Size: 2-3 approvers (Sales Manager, Senior Manager, VP) Target Audience: Sales Teams, Finance, Sales Management This Tallyfy template standardizes how sales teams request and obtain approval for customer discounts. It routes requests to the appropriate approver based on discount percentage - discounts under 10% go to Sales Manager, while larger discounts require Senior Manager approval. The workflow ensures pricing consistency, maintains margin discipline, and creates an audit trail for all discount decisions.

11 steps 5 automations

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Process steps

Submit account information

4 hours from previous step

task

Client/Account Name: {{clientaccount-name-414656}} Type of discount: {{type-of-discount-requested-2036999}}

Form fields in this step

Account information

Proposed discount

Proposed discount amount

4 hours from previous step

task

Client/Account Name: {{clientaccount-name-414656}} Type of discount: {{type-of-discount-requested-2036999}} Account Information: {{account-information-7643403}} Proposed discount: {{proposed-discount-7643404}}

Form fields in this step

What is the total discount?

What is the percentage discount?

Discount Type

Discount information if any

Manager - review proposed discount

8 hours from previous step

task

Please review pricing discount for: Account: {{clientaccount-name-414656}} Discount Amount: {{what-is-the-total-discount-7643413}} Discount Type: {{discount-type-7643414}} Discount Information: {{discount-information-if-any-7643411}}

Form fields in this step

Manager, do you approve the discount?

Senior Manager - review proposed discount

1 day from previous step

task

Form fields in this step

Senior manager, do you approve the discount amount?

If not approved, please include notes here

Discount was approved!

1 days from previous step

task

Hi {{name-of-account-manager-2037014}}, Your discount request for client - {{clientaccount-name-414656}} has been approved.

Sorry, discount not approved.

4 hours from previous step

task

Hi {{name-of-account-manager-2037014}}, Your discount request for client - {{clientaccount-name-414656}} has not been approved for the following reasons: {{if-not-approved-please-include-7643407}}

Submit discount request

4 hours from previous step

task

Fill out the discount request with all details - customer, deal size, discount percentage requested, and why its needed. Be specific about what you are trying to achieve with this discount.

Verify against discount policy

4 hours from previous step

task

Check if the requested discount falls within standard guidelines. Some discounts are pre-approved at certain levels. Others require escalation. Know where your request falls.

Route to appropriate approver

4 hours from previous step

task

Based on discount level and deal size, route to the right person. Typically: 10-15 percent goes to sales manager, 15-25 percent to director, above 25 percent to VP or above.

Approver reviews and decides

8 hours from previous step

task

The approver looks at the business case, margin impact, and strategic value. They approve, deny, or counter with a different discount level. Decisions should be documented.

Apply approved discount and close

1 day from previous step

task

Update the quote with the approved discount. Communicate the decision to the customer. Track the deal outcome to measure whether the discount was worth it.