Marketplace

Give non-standard deals a clear approval path

Help commercial teams review deal terms without losing the context behind a request. The agent checks commercial policy and prepares exceptions for the people responsible for approving non-standard terms.

How it works

A requester submits a deal desk approval through Slack, Teams, or the Deal Desk Request Form, creating a tracked request row. The agent confirms the request type, retrieves context from CRM opportunity data and commercial policy, checks the relevant policy source, and asks for any missing details in chat.

Where policy permits, the agent completes complete requests that fit standard pricing, terms, and approval thresholds and records the outcome without waiting for manual handling. The agent escalates non-standard terms, legal clauses, discount thresholds, or missing opportunity data to the responsible owner with a decision summary and supporting context.

An approver reviews the escalation in chat or the Deal Desk Review Queue, then approves, rejects, or returns it for more information.

Where people stay in control

People remain responsible for approval exceptions; risky or ambiguous requests.

Adapt it to your organization

Connect the systems listed alongside this description and configure the workflow for your organization’s data, permissions, and policies. Review the named agents, apps, and automations before using them with your own records.