# Discount approval workflow template

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

Category: Sales. 4 steps, 14 form fields.

## Steps

### 1. Request

Owner: Whoever starts the request.

Tell us about the deal and the discount you need.

Fields:

- Customer (text, required)
- Product or service (text, required)
- List price (amount, required)
- Discount (%) (number, required)
- Price with discount (calculated)
- Reason (choice, required)
- Justification (long text, required)

### 2. Sales manager approval

Owner: A person or team you choose.

Answer fast, the customer is waiting.

Approval: Approvers you choose.

Due in 4 hours (business time).

Fields:

- Discount valid until (date, required)
- Conditions (long text)

### 3. Director approval

Owner: A person or team you choose.

Discounts above 20% need a director.

Approval: Approvers you choose.

Due in 1 day (business time).

Fields:

- Margin (checkbox, required)
- Notes (long text)

### 4. Deal outcome

Owner: The requester.

The salesperson records how it ended.

Fields:

- Result (choice, required)
- Closed amount (amount)
- Notes (long text)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/discount-approval