Marketplace

Apply discount policy before quotes change

Keep discount requests connected to the policy and approval thresholds that govern them. The agent evaluates the request and captures the required approval before changes are made to the quote.

How it works

A requester submits a discount approval workflow through Slack, Teams, or the Discount Approval Form, creating a tracked request row. The agent confirms the request type, retrieves context from CRM opportunity records and discount policy, checks the relevant policy source, and asks for any missing details in chat.

Where policy permits, the agent completes discounts inside rep or manager authority with complete opportunity data and records the outcome without waiting for manual handling. The agent escalates discounts above threshold, multi-year exceptions, strategic accounts, or incomplete justification to the responsible owner with a decision summary and supporting context.

An approver reviews the escalation in chat or the Discount 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.