Review concessions and terms against the complete proposal, with clear authority, delegation and revision history.
6 stages · 1 approval
Follow the process from start to finish. Select a step to see who acts and what changes.
Sales Rep records line or header concessions, their business justification and any special terms. Submission freezes the complete quote version, including configuration, service periods, billing plan, prices and terms. A submitted proposal cannot be edited while the reviewer is deciding it.
Complete request frozen for reviewApproval conditions.
Sales Rep's submission invokes the pricing checks. Line and discretionary header discounts increase the routed concession on the comparable list basis; protected system bundle benefits are separately identified. Effective floors include all allocated discounts. Zero-list and unknown-cost cases require their explicit treatment, and non-standard terms add the Deal Desk review.
Routed concession, floors and terms exceptions establishedApproval conditions.
Sales Rep follows the resulting review queue while the workflow resolves active authority from the versioned matrix. Manager and executive tiers create the required named steps; assigned terms steps go to Deal Desk. Gaps, overlapping boundaries or missing signers hold routing. Chained tiers and parallel groups retain their completion requirements.
Required authority resolved or routing held| Quote | Quote.Account | Quote.Owner | Quote.Grand Total | Quote.Margin Percent |
|---|---|---|---|---|
| QTS-75550 | QT.-404 | QT.-732 | 29,716.27 | 10 |
| QTS-20552 | QT.-907 | QT.-556 | 41,765.01 | 0 |
| QTS-57434 | QT.-534 | QT.-262 | 19,977.18 | 13 |
| QTS-66580 | QT.-494 | QT.-406 | 29,932.75 | 1 |
| QTS-79555 | QT.-966 | QT.-871 | 5,988.72 | 3 |
| QTS-33575 | QT.-965 | QT.-387 | 8,683.29 | 3 |
Sales Manager reviews assigned manager-tier requests, Executive Approver handles assigned upper-tier and floor decisions, and Deal Desk handles assigned pending terms steps. Each approves or rejects the immutable packet with evidence. Quote owners and material editors cannot supply its independent approval, including a manager who helped edit the proposal.
Assigned reviewer records the decision| Quote | Quote.Account | Quote.Owner | Quote.Grand Total | Quote.Margin Percent |
|---|---|---|---|---|
| QTS-75550 | QT.-404 | QT.-732 | 29,716.27 | 10 |
| QTS-20552 | QT.-907 | QT.-556 | 41,765.01 | 0 |
| QTS-57434 | QT.-534 | QT.-262 | 19,977.18 | 13 |
| QTS-66580 | QT.-494 | QT.-406 | 29,932.75 | 1 |
| QTS-79555 | QT.-966 | QT.-871 | 5,988.72 | 3 |
| QTS-33575 | QT.-965 | QT.-387 | 8,683.29 | 3 |
Sales Rep can send only the revision with every required obligation resolved. A rejection remains in history; the permitted withdrawal or revision creates a fresh draft and new review work. Changing configuration, value, service dates or clauses after approval requires renewed checks rather than reuse of the earlier decision.
Cleared revision retained or fresh review startedApproval conditions.
Sales Manager or Executive Approver requests approved delegation; Deal Desk uses only an applicable approved terms grant. Escalation follows the frozen policy. A delegate must have live scoped authority and no ownership or editor conflict, and still records Approved or Rejected. Escalation explicitly replaces or preserves the affected obligation; the highest-tier timeout remains unresolved for intervention.
Actual authority and outstanding obligations remain traceable| Quote | Quote.Account | Quote.Owner | Quote.Grand Total | Quote.Margin Percent |
|---|---|---|---|---|
| QTS-75550 | QT.-404 | QT.-732 | 29,716.27 | 10 |
| QTS-20552 | QT.-907 | QT.-556 | 41,765.01 | 0 |
| QTS-57434 | QT.-534 | QT.-262 | 19,977.18 | 13 |
| QTS-66580 | QT.-494 | QT.-406 | 29,932.75 | 1 |
| QTS-79555 | QT.-966 | QT.-871 | 5,988.72 | 3 |
| QTS-33575 | QT.-965 | QT.-387 | 8,683.29 | 3 |
DiscountApprovalSteps, QuoteVersions, ApprovalDelegations
Gaps, overlapping boundaries or missing signers hold routing.
Each approves or rejects the immutable packet with evidence.
A rejection remains in history; the permitted withdrawal or revision creates a fresh draft and new review work.
A delegate must have live scoped authority and no ownership or editor conflict, and still records Approved or Rejected.
| Stage | Records | Effect |
|---|---|---|
| 1 Request | QuotesQuoteDiscountsQuoteVersionsQuoteVersionLines | Complete request frozen for review |
| 2 Measure | QuoteDiscountAllocationsQuoteVersionLinesQuotes | Routed concession, floors and terms exceptions established |
| 3 Route | DiscountApprovalMatrixUsersDiscountApprovalStepsQuoteVersions | Required authority resolved or routing held |
| 4 Decide | DiscountApprovalStepsQuoteVersionsApprovalDelegations | Assigned reviewer records the decision |
| 5 Clear or revise | QuotesQuoteVersionsQuoteDiscountsDiscountApprovalSteps | Cleared revision retained or fresh review started |
| 6 Delegate or escalate | ApprovalDelegationsDiscountApprovalStepsUsers | Actual authority and outstanding obligations remain traceable |
Median and slowest-decile elapsed RequestedAt-to-DecisionAt for decided DiscountApprovalSteps; report pending age separately. Attribute actual DecisionBy, principal/delegation and escalation chain without counting replaced steps twice; retain missing signers and top-tier blocked cases.
| Tier Code | Name | Min Percent | Max Percent | Approver Role |
|---|---|---|---|---|
| TC-326 | Matrix 878 | 77 | 92 | None |
| TC-825 | Matrix 138 | 74 | 77 | SalesManager |
| TC-622 | Matrix 493 | 91 | 86 | VPSales |
| TC-161 | Matrix 282 | 82 | 77 | CFO |
| TC-301 | Matrix 264 | 69 | 62 | CEO. None is the auto-approve band |
| TC-896 | Matrix 350 | 66 | 85 | None |
Elapsed time from Quotes.CreatedAt to each frozen version SentAt and valid acceptance/decline/expiry. Provider recipient views/signatures are distinct from full envelope completion; deduplicate EQuoteEvents by source key and retain unresolved attempts separately. Slice by owner, family and provider; no fabricated terminal time for still-open work.
Accepted eligible sent versions divided by sent versions reaching a recorded terminal outcome in the chosen cohort, with still-open versions shown separately. Use the same frozen routed DiscountPercent and exclude withdrawn/superseded duplicates; slice by rep, family and book.
| Tier Code | Name | Min Percent | Max Percent | Approver Role |
|---|---|---|---|---|
| TC-326 | Matrix 878 | 77 | 92 | None |
| TC-825 | Matrix 138 | 74 | 77 | SalesManager |
| TC-622 | Matrix 493 | 91 | 86 | VPSales |
| TC-161 | Matrix 282 | 82 | 77 | CFO |
| TC-301 | Matrix 264 | 69 | 62 | CEO. None is the auto-approve band |
| TC-896 | Matrix 350 | 66 | 85 | None |
Full-term line plus header discount dollars reconciled to QuoteVersionLines and QuoteDiscountAllocations, separating proven bundle promotions from discretionary concessions and original/renewal/amendment work. Use immutable version policy and avoid counting superseded offers as booked discounts.
| Tier Code | Name | Min Percent | Max Percent | Approver Role |
|---|---|---|---|---|
| TC-326 | Matrix 878 | 77 | 92 | None |
| TC-825 | Matrix 138 | 74 | 77 | SalesManager |
| TC-622 | Matrix 493 | 91 | 86 | VPSales |
| TC-161 | Matrix 282 | 82 | 77 | CFO |
| TC-301 | Matrix 264 | 69 | 62 | CEO. None is the auto-approve band |
| TC-896 | Matrix 350 | 66 | 85 | None |
For each bundle or promotion, eligible quote versions with that bundle attached divided by eligible evaluated quote versions; show denominator and exclude duplicate evaluations. Revenue and margin come from final allocated bundle-group value and all component costs; unknown-cost coverage remains visible.
Approval conditions.
Accepted, executed and verified commitments recognized under the selected booking policy, with written acceptance awaiting signature shown separately. Original/add amounts, signed replacement/cancellation ChangeAmount and renewals are distinct; reconcile ContractLines, accepted versions and order allocations without double-counting staged orders or replacement states. Report ARR as run rate, not cash or revenue recognition.
Approval conditions.
Expiring contract terms from RenewalDecisions: completed renewal, evidenced nonrenewal, expired or unresolved. Before/after ARR uses effective renewable ContractLines and the signed price basis/uplift, excluding one-time items and repeated term generation.
Configure human approval actions separately from assistant preparation. Discount and terms decisions, contract verification, order confirmation and release, schedule activation and credit decisions stay with authorized people. An assistant cannot grant itself delegation, change an accepted proposal, treat a missing provider response as success or turn a suggested cash match into an approved correction.
Connect a configured proposal to its approvals, executed terms, fulfilled order and reconciled invoice.
8 stages · 4 approvals
Build a complete product configuration and a traceable price before submitting the quote for review.
6 stages · 0 approvals
Verify the executed sale and release only the quantities, terms and value the buyer authorized.
6 stages · 2 approvals
Activate the agreed billing plan, issue each obligation once and reconcile cash and credits to the account.
6 stages · 2 approvals
Prepare the next service term from current contracted entitlements and the renewal terms the buyer accepted.
6 stages · 2 approvals
Create your ERP.AI account and get started with Proto.
We use essential cookies to run the site and optional cookies for features, analytics, and relevant content. See Cookie policy
We use cookies to enhance your experience, analyze site traffic, and serve relevant content. By clicking "Accept All," you agree to our use of cookies. You can customize your preferences at any time.
Learn more about how we use cookiesThese cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
These cookies enable additional features that enhance your experience, such as live chat, video playback, personalized content recommendations, and remembering user preferences.
These cookies help us understand how visitors interact with our site by collecting anonymous usage data. This allows us to measure performance, detect issues, and continuously improve the user experience.
These cookies allow us and advertising partners, including X, to deliver ads tailored to your interests. They track browsing habits across sites to provide relevant advertising and measure ad effectiveness.