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# Automating the Approval of Commercial Proposals
- URL: https://blog.jestor.com/automating-commercial-proposal-approvals/
- Published: 2026-09-15T20:21:21.000Z
- Updated: 2026-09-15T20:21:21.000Z
- Author: Bruno Bannach

Automating commercial proposal approvals means a discount, pricing exception, or unusual contract term routes automatically to the right approver before a proposal goes out — not after a customer has already seen it. In **Jestor**, this connects directly to your **CRM** pipeline.

Approving a proposal after it's already been sent to the customer isn't really approval — it's damage control. Structuring the check before it goes out is what actually prevents costly mistakes.

## What goes wrong without pre-send approval

- Discounts or terms approved informally, after the fact, or not at all
- Inconsistent pricing exceptions between different sales reps
- No visibility into how often exceptions to standard pricing are being made
- Proposals sent to customers before internal sign-off is complete

## How automated pre-send approval works

- A proposal exceeding standard pricing or terms triggers an approval request automatically
- **Alçada** rules route based on the discount size or deal value
- The proposal stays blocked from being sent until approval clears, if configured that way
- Approved terms feed back into the CRM record for the deal

## Why Jestor fits this use case

- Approval logic connects directly to the same CRM pipeline sales already uses
- Rules are enforced consistently across every rep, not just the disciplined ones
- Visibility into exception frequency helps refine standard pricing over time
- SLA tracking keeps the approval from becoming a bottleneck in the sales cycle

| Proposal element           | How approval routing helps                  |
| -------------------------- | ------------------------------------------- |
| Discount beyond standard   | Triggers automatic approval request         |
| Non-standard contract term | Routes to the right reviewer before sending |

## Frequently Asked Questions

**Can this block a proposal from being sent until approved?** Yes, that can be configured as part of the process. More at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

**Does this slow down the sales cycle significantly?** Not typically — SLA tracking keeps approval turnaround visible and fast.

**Can approval rules differ by deal size?** Yes, alçadas can be based on discount size or overall deal value.

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.