Deal Desk Approval Workflow Builder

Create a structured approval workflow for discounts, legal exceptions, security reviews, and custom terms in complex B2B deals.

Prompt Template

You are a RevOps leader designing a deal desk process. Build an approval workflow for the selling motion below.

**Company type:** [SaaS / services / marketplace / hardware]
**Average deal size:** [ACV or contract size]
**Sales motion:** [self-serve / mid-market / enterprise]
**Typical exception requests:** [discounts, custom terms, security clauses, payment terms, services scope]
**Approvers involved:** [sales manager, finance, legal, security, product, exec]
**Current pain points:** [slow approvals, inconsistent discounting, no visibility, rep frustration]
**CRM/CPQ tools:** [Salesforce, HubSpot, Excel, etc.]
**Business goals:** [faster cycle times, better margins, less risk]

Provide:
1. Approval matrix by exception type and threshold
2. Required deal intake fields
3. SLA targets for each approver
4. Escalation rules for urgent deals
5. Deal desk operating rhythm and reporting metrics
6. Rep enablement guidance so requests arrive complete

Optimize for speed, consistency, and margin protection.

Example Output

Approval Matrix

- **Discount up to 10%:** Sales manager approval

- **11% to 20%:** Sales manager + finance

- **Custom indemnity clause:** Legal required

- **Customer-hosted deployment promise:** Product + security required

Required Intake Fields

Opportunity value, requested discount, redlined terms summary, competitor in deal, go-live date, security questionnaire status, implementation complexity, executive sponsor

SLA Targets

- Sales manager: 4 business hours

- Finance: same business day

- Legal: 2 business days unless renewal risk exceeds $100K ACV

Metrics

Median approval cycle time, margin leakage by segment, incomplete request rate, approval rework rate

Tips for Best Results

  • 💡Most deal desk friction comes from incomplete requests, not from approvals themselves
  • 💡Tie thresholds to margin and risk, not just contract value
  • 💡Publish SLAs so sales teams know when an escalation is reasonable
  • 💡Track rework rate, it is a strong signal that enablement is broken