Easyflow
Get started

Sales template

Discount approval workflow template

Ask for a discount above your limit, get a quick answer and record how the deal ended.

4 steps 14 fields
Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Request

    Whoever starts the request

    Tell us about the deal and the discount you need.

    7 fields in the request form
    • Customer * Text
    • Product or service * Text
    • List price * Amount
    • Discount (%) * Number
    • Price with discount Calculated
    • Reason *Competitor's price, Volume, Long-term contract, Strategic account, Retention Choice
    • Justification * Long text

  2. Sales manager approval

    A person or team you choose

    Answer fast, the customer is waiting.

    Approval: Approvers you choose Due in 4 hours (business time)
    2 fields
    • Discount valid until * Date
    • ConditionsPayment terms, minimum volume, contract length... Long text

  3. Director approval

    A person or team you choose

    Discounts above 20% need a director.

    Approval: Approvers you choose Due in 1 day (business time) Runs only when needed
    2 fields
    • Margin * Checkbox
    • Notes Long text

  4. Deal outcome

    The requester

    The salesperson records how it ended.

    3 fields
    • Result *Won, Lost, Still negotiating Choice
    • Closed amount Amount
    • Notes Long text

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

Guides on this process

More sales templates

Customer refund

Handle a refund request from analysis to payment, keeping the customer informed.

Request → Analysis → Finance approval → Refund payment → Tell the customer

Customer onboarding

Sales starts it, the customer fills in their own company data through a secure link, and finance approves the registration.

New customer → Company data → Registration

Sales proposal

Build the proposal with line items; the discount decides who approves and the proposal PDF is ready to send.

Proposal → Customer answer

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template