Pricing Discount Approval

6 steps 4 automations

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Process steps

Submit account information

1 days 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

1 days 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

1 days 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 days 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

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.

1 days 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}}