Workflow Template
Discount Approval Workflow
Captures a rep's discount request (customer, opportunity, list price, proposed discount, resulting margin, reason), routes it for approval based on discount size — smaller discounts to a sales manager, larger discounts to finance — then authorises the discount and notifies the rep on approval, or returns it to the rep with the reason to revise and resubmit on rejection.
Reps waste hours chasing managers and finance for discount sign-off, and margin leaks through when approvals happen over email with no audit trail. This workflow captures the discount request, routes it automatically based on size — small discounts to a sales manager, larger ones to finance — then authorises or rejects it with a clear reason sent straight back to the rep. Sales ops and finance run it together, with every request tracked from submission to final decision.
Business Outcomes
- Cut discount approval time from days to hours
- Enforce margin controls automatically at the point of request
- Eliminate email back-and-forth on discount sign-off
- Give finance visibility on every large discount before it's granted
- Create a full audit trail of who approved what, and why
Workflow Steps
Steps
- 1Create Discount Request Recordcreate record
Registers the submitted discount request as a record.
- 2Set Status to Submittedupdate record
Marks the request as submitted.
- 3Route by Discount Level
Routes smaller discounts to sales manager and larger discounts to finance for approval.
proposed_discount_pct: "20"→Set Status to Pending Finance ApprovalDefault→Set Status to Pending Manager Approval - 4Set Status to Pending Manager Approvalupdate record
Marks the record as awaiting sales manager approval.
- 5Sales Manager Approvalrequest approval
Sales manager reviews the discount request against standard pricing policy.
- 6Route on Manager Approval Outcome
Branches based on the sales manager's decision.
approval_status: "approved"→Authorise Discountapproval_status: "rejected"→Notify Rep of Manager RejectionDefault→End - 7Set Status to Pending Finance Approvalupdate record
Marks the record as awaiting finance approval.
- 8Finance Approvalrequest approval
Finance reviews the larger discount request against margin and policy thresholds.
- 9Route on Finance Approval Outcome
Branches based on finance's decision.
approval_status: "approved"→Authorise Discountapproval_status: "rejected"→Notify Rep of Finance RejectionDefault→End - 10Authorise Discountupdate record
Marks the discount as authorised on the record.
- 11Notify Rep of Authorisationsend email
Emails the rep confirming the discount has been authorised.
- 12Notify Rep of Manager Rejectionsend email
Emails the rep that the sales manager rejected the request, with reason, asking them to revise and resubmit.
- 13Set Status to Rejectedupdate record
Marks the record as rejected before looping back for revision.
- 14Restart for Revision (Manager Path)restart from step
Restarts the workflow from discount level routing so the rep's revised figures can be re-evaluated.
- 15Notify Rep of Finance Rejectionsend email
Emails the rep that finance rejected the request, with reason, asking them to revise and resubmit.
- 16Set Status to Rejectedupdate record
Marks the record as rejected before looping back for revision.
- 17Restart for Revision (Finance Path)restart from step
Restarts the workflow from discount level routing so the rep's revised figures can be re-evaluated.
Fields
- Sales Rep Name*
- Sales Rep Email*
- Customer*
- Opportunity*
- List Price*
- Proposed Discount (%)*
- +3 more fields
Forms
Sales Discount Approval Request
8 fields
Data Views
All Discount Requests
customer_name, opportunity_name, proposed_discount_pct, resulting_margin_pct +1 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
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FAQs
How do I set up the discount threshold that decides manager vs finance approval?
You set the discount level threshold directly in the routing step inside assess.one. Anything under your chosen percentage or margin goes to the sales manager, anything over routes to finance. You can change this threshold at any time without rebuilding the workflow.
How long does it take to get this live?
The template is ready to use, so you publish it and it's live in seconds. There's no implementation project or software install — your team can start submitting discount requests immediately after you review and adjust the approval steps.
What do I need before I publish this workflow?
You just need your discount thresholds and a list of who sits in the sales manager and finance approver roles. Add those into the workflow steps in assess.one, and you're ready to go live.
Can I customise the approval steps or add more approval tiers?
Yes. You can edit roles, add extra approval steps, or change notification rules directly inside assess.one. If you need a third tier for very large discounts, you can add another routing step and approver without any developer involvement.
Who needs access to this workflow?
Sales reps need access to submit requests, sales managers need access to approve or reject smaller discounts, and finance needs access for larger ones. You control who sees what by assigning roles inside assess.one.
What happens when a manager or finance rejects a discount request?
The request status is set to rejected and the rep gets notified with the reason for rejection. The workflow then restarts the request for revision, so the rep can adjust the discount or reason and resubmit without starting from scratch.
How does the workflow handle compliance and audit requirements?
Every step — submission, routing, approval, rejection, and resubmission — is logged automatically with a status and timestamp. This gives you a complete audit trail for every discount decision, which is useful for finance reviews or compliance checks.
Can I connect this to email or Slack for notifications?
Yes. Notifications to reps on approval or rejection are configured inside assess.one, and you can connect email or Slack so approvers and reps get alerted the moment action is needed. No third-party setup is required.
What if a discount request needs to go straight to finance without manager approval?
The routing step handles this automatically based on the discount level you set. If the proposed discount exceeds your threshold, it skips straight to the finance approval stage without needing manager sign-off first.
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