Workflow Template
Discount Approval Workflow
Captures a sales rep's discount request, calculates the discounted price, routes for sales manager or finance approval depending on the discount size, and notifies the rep of the outcome so they can submit a revised request if rejected.
Discount requests that bounce between emails and spreadsheets slow down deals and blur who approved what. This workflow captures a rep's discount request on a form, calculates the discounted price, and routes the request to the sales manager or finance depending on the discount size, then emails the rep the outcome. Sales managers and finance team members handle the approval tasks, and the rep can submit a revised request if the discount is rejected.
Business Outcomes
- Helps speed up discount approvals by routing requests automatically based on discount size
- Reduces back-and-forth by calculating the discounted price as soon as a request is submitted
- Keeps reps informed with automatic acknowledgement, approval and rejection emails
- Makes it easier to track every discount request by status and reference number
- Supports clearer accountability by assigning approval tasks to sales manager or finance
Workflow Steps
Steps
- 1Create Discount Request Recordcreate record
Creates the discount request record from the submitted form data.
- 2Set Status to Submittedupdate record
Sets the discount status to Submitted and calculates the discounted price.
- 3Send Acknowledgement Emailsend email
Emails the rep an acknowledgement of the request with the reference number.
- 4Route by Discount Size
Routes discounts of 10 percent or less to the sales manager and larger discounts to finance.
discount_percentage: "10"→Sales Manager Approvaldiscount_percentage: "10"→Finance ApprovalDefault→Sales Manager Approval - 5Sales Manager Approvalrequest approvalrequires approval
Requests approval from the sales manager for discounts of 10 percent or less.
- 6Route Sales Manager Outcome
Routes based on the sales manager's approval decision.
approval_status: "approved"→Set Status to Approvedapproval_status: "rejected"→Set Status to RejectedDefault→End - 7Finance Approvalrequest approvalrequires approval
Requests approval from finance for discounts greater than 10 percent.
- 8Route Finance Outcome
Routes based on finance's approval decision.
approval_status: "approved"→Set Status to Approvedapproval_status: "rejected"→Set Status to RejectedDefault→End - 9Set Status to Approvedupdate record
Sets the discount status to Approved on the record.
- 10Send Approval Emailsend email
Emails the rep that the discount is authorised, including the discounted price.
- 11Set Status to Rejectedupdate record
Sets the discount status to Rejected on the record.
- 12Send Rejection Emailsend email
Emails the rep that the discount was not approved and invites a revised submission.
Fields
Show all 10 fieldsShow fewer fields
FormDiscount Approval Request
- Rep Name*· Text
- Rep Email*· Email
- Customer*· Text
- Opportunity*· Text
- List Price*· Number
- Proposed Discount Percentage*· Number
- Resulting Margin Percentage*· Number
- Reason for Discount*· Long text
Other fields
- Discounted Price· Number
- Discount Status· Choice
- Rep Name*
- Rep Email*
- Customer*
- Opportunity*
- List Price*
- Proposed Discount Percentage*
Forms
Discount Approval Request
8 fields
Data Views
Discount Requests
customer, opportunity, list_price, discount_percentage +2 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
Similar Categories
FAQs
How do I set up this discount approval workflow for my team?
Publish the template in your workspace and it's ready to run straight away, no development project needed. You can adjust the discount threshold, form fields, or email wording using the workflow editor or by describing the change in plain English.
How does the workflow decide whether the sales manager or finance approves a discount?
The Route by Discount Size step checks the Proposed Discount Percentage entered on the request form. Discounts of 10 percent or less go to the sales manager for approval, while anything greater than 10 percent routes to finance instead.
Who is involved in approving a discount request?
Sales managers and finance team members are the two approvers, and each is assigned an approval task depending on the discount size. Both are workspace members, and their approval decisions drive whether the request is approved or rejected.
What happens if a discount request is rejected?
The record status is set to Rejected and the rep receives an email explaining the outcome and inviting a revised submission. The rep can then submit a new discount request through the form if they want to adjust the terms.
Does the rep need an account to submit a discount request?
No. Reps submit requests through a public request form and receive updates by email, so no account or login is required. This keeps the process simple for anyone submitting a request.
Can I customise the fields on the discount request form?
Yes. The form currently captures Rep Name, Rep Email, Customer, Opportunity, List Price, Proposed Discount Percentage, Resulting Margin Percentage, and Reason for Discount, and you can add, remove or reorder fields by editing the workflow. Changes take effect immediately and earlier versions of the workflow are kept.
How is the discounted price calculated?
When the status is set to Submitted, the workflow calculates the discounted price based on the List Price and Proposed Discount Percentage entered on the form. This calculated price is saved on the record and included in the approval email if the discount is authorised.
Can I change the discount percentage threshold for routing to finance?
Yes. The 10 percent threshold used in the Route by Discount Size step can be changed by describing the update in plain English or editing the step directly in the workflow editor. This lets you adjust who approves what as your policy changes.
How can I track the status of discount requests?
Every request becomes a record with a reference number, a status such as Submitted, Approved or Rejected, and a timeline of what happened. Table views and dashboards show these records by status so you can see where requests stand at a glance.
Ready to use this workflow?
Create a free account and customise this workflow for your business.