Deal Desk Approvals

Problem Statement

Non-standard pricing and payment-term requests move through spreadsheets, email, and side-channel approvals. Sales teams lose time checking status, and finance and legal reviewers lack a single audit trail.

Proposed Workflow

• Start from the deal in Salesforce, no re-typing the context or close date.
• Route pricing, finance, and legal approvals to the right people in Slack.
• Keep every reviewer decision and note in one place, with a full audit trail.
• Get a manager’s sign-off before anything is finalized.

Review Rules

Deal Desk Approvals uses the account, discount level, payment terms, and close date to decide which approvals are required. Sales can see where a request is stuck, but finance and legal decision notes stay limited to the reviewers and business owner.

What It Connects To

• Salesforce, where the opportunity, account, and quote details live.
• Slack, where reviewers approve, request changes, or ask for more context.
• The company app catalog, where the final approved workflow is owned and audited.

Acceptance Criteria

• The business owner can approve or send back each request.
• Every approval records who decided, when, and what they decided.
• Access follows the roles your teams already use.
• Nothing is finalized until the right approvals and checks pass.