Price Override

Please launch and complete this process every time you override the price of a product/service. This will help us track, review and update our pricing strategy.

4 steps 3 automations

Import this template free

Process steps

Sales associate - Enter price override details

1 days from previous step

task

Form fields in this step

Customer name/link *

Product link/code *

Current price *

New price *

Reason for price override *

If selected reasons 3, 4, or 5 above - please share details.

Sales director - Review price override

1 days from previous step

task

Please review this price override:Customer name/link: {{customer-name-link-7999399}} Product: {{product-link-code-7999381}} Old price: {{current-price-7999382}} New price: {{new-price-7999386}} Reason: {{reason-for-proce-override-7999387}} , {{please-7999388}}

Form fields in this step

Would you like to note any action?

Please note initial reasons for further analysis

Sales director - Analyze price override

5 days from previous step

task

We are further looking into this override for future learnings: {{please-note-initial-reasons-for-7999407}} Customer name/link: {{customer-name-link-7999399}} Product: {{product-link-code-7999381}} Old price: {{current-price-7999382}} New price: {{new-price-7999386}} Reason: {{reason-for-proce-override-7999387}} , {{please-7999388}}